Paraplanner
Heat Recruitment
NOTTINGHAM
14h ago

A top law firm in the East Midlands are now looking to grow their financial advise team and are looking for an experienced paraplanner to join the department in newly refurbished Nottingham offices.

They provide support and advice to businesses and individuals with their legal and investment needs and pride themselves on delivering an excellent service.

The Opportunity

During a period of key expansion, our client is looking for an experienced 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, including into advisory roles. Duties will include :

  • Prepare quality and technically accurate client suitability reports
  • Research funds for clients
  • Maintain the client back office system (Intelliflo)
  • Keeping up-to-date with new legislative changes
  • What’s needed to be considered?

    In order to be considered for this unique opportunity, candidates need to be Level 4 Diploma qualified or working towards this.

    You will also need to have a 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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