Senior Paraplanner / Advisor (Hybrid)
Heat Recruitment
London
5d ago

This is an exciting opportunity to join an industry leading Financial Planning firm in their fantastic modern London set up.

They pride themselves on providing an excellent service to their clients whilst continually looking to grow and expand their highly reputable team, maintaining one of the best names within the industry.

There is a large focus on promoting from within where possible, so there is a clear structure towards full Advisory positions as well as Management.

The Opportunity :

During a period of key expansion, our client is looking for an experienced Senior Paraplanner to support the successful Financial Planners of the business.

The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so there is scope for the role to be tailored somewhat to your requirements.

The role is actually a 50 / 50 hybrid between technical paraplanning and providing telephone advice, so a great stepping stone into full advice later on (where clients will be provided).

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm, and equally help the Junior members of the team by passing on your existing knowledge accordingly.

Skills :

  • Hold Level 4 Diploma in Financial Planning (AF3 / AF7 Desirable)
  • Previous experience supporting Advisers within an IFA environment
  • Comprehensive market knowledge with strong technical ability in Private client financial advice
  • Client facing experience (Advantageous)
  • Progression towards Chartered status (Advantageous)
  • Synonyms : Financial Planning, Financial Planner, Report Writer, Technical Paraplanner, Senior Paraplanner, Advisor, Adviser

  • If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised;
  • you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.

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