Trainee Paraplanner

Heat Recruitment
Exeter, Devon
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Job Title: Junior Paraplanner

Salary: £20,000 to £25,000

Location: Exeter

The Client

There is an opportunity here for an Junior Financial Services professional to join an Outsourced Paraplanning outfit in the heart of Exeter, whom help IFA's across the country provide financial planning and investment management services to their clients.

The Opportunity

During a period of key expansion, our client is looking for a Trainee Paraplanner to join the team and train alongside some of the industries best. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported. You will be provided with full study support towards your professional qualifications.

What’s needed to be considered?

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

  • Good Pensions & Investments product knowledge
  • An understanding of the role of a Paraplanner
  • 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 in vouchers if we assist them in securing a new career.

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