Heat Recruitment
2d ago

Our client are a highly reputable Wealth Management firm with their head office in Cardiff. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments.

The Opportunity

Due to the recent acquisition new business, our client is looking for either a Paraplanner or a trainee Paraplanner to support the successful Financial Planners of the business.

You will have the opportunity to work in a supportive team environment where progression is strongly supported. You will be responsible for writing high quality suitability reports for high net worth clients and providing a bespoke wealth management service.

Full training will be provided for more junior levelled paraplanners.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • What next?

    Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

    In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

    Synonyms : Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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