Heat Recruitment
08 Mar 2018
17 Mar 2018
Contract Type
Full Time
The Client:

A highly reputable wealth management company who pride themselves on taking time to build a long-lasting relationship with their clients are currently looking to expand their back-office team. Based in the centre of Bath, this is fantastic chance for someone to join a firm that can offer a great working environment and exam support whilst allowing you to work in a professional, friendly atmosphere.

The Opportunity

This is a fantastic position for a paraplanner to join a firm in an important position of the business by support being actively involved in the back-office process as a key member of a small back office team supporting the sole advisor.

This position is perfect for a confident individual who wants to get away from a corporate environment and join a small business where they can make a difference.

What’s needed for me to be considered?

  • Qualified or working towards level 4 diploma is an advantage
  • Previous experience within the IFA practices and Paraplanning is essential
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
  • 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, junior Paraplanner, trainee para-planner, financial planning technician, IFA support

    This job was originally posted as

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