Paraplanner transitioning to IFA

Heat Recruitment
Chichester, West Sussex
09 Jul 2017
08 Aug 2017
Contract Type
Full Time

Job Title: Paraplanner transitioing to IFA

Salary: £28,000 - £34,000 + Bonus + Benefits

The Client:

There is a fantastic opportunity here to for an experienced Paraplanner to join a well-established Financial Services Practice on the idyllic South Coast. Our Client are a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment management service with the Client at the heart of everything they do.

The Opportunity

A fantastic opportunity has been created for an experienced, paraplanning professional to join a growing business where you will be given a development plan which will be overseen by the Partners of the firm to assist you with progressing from a paraplanner into a Qualified Financial Advisor.

You will have autonomy when paraplanning to make key decisions and will regularly be involved in client meetings and technical discussions with HNW clientele.

Ideally you will have a strong track record of paraplanning and have experience of writing bespoke suitability reports as well as being able to demonstrate clear reasoning for your recommendations.

What’s needed for me to be considered?

  • Experience of providing technical support within an IFA environment
  • Level 4 diploma qualified and ideally working towards chartered status.
  • Experience of being involved in an Investment Committee would be advantageous.

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 in vouchers if we assist them in securing a new career.

Job Synonyms:

Paraplanner, Chartered technical support, Chartered Paraplanner, level 6 Advisor support, Trainee IFA, Junior IFA, Financial Planner, Financial Advisor, Chartered IFA