Heat Recruitment
10 Mar 2018
14 Mar 2018
Contract Type
Full Time

Job Title: Paraplanner

Salary: £35000- £50000 Basic salary DOE + Bonus


The Client:

An established Independent Financial Advice Organisation now expanding and seeking an experienced Paraplanner. Based in modern offices and less than 10 mins walk from Farnham train station. This opportunity would attract local candidates and fantastic for someone willing to commute.

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 prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

What’s needed for me to be considered?

  • Previous experience within a fast-paced IFA Practice
  • Must have some Financial Services qualifications
  • Experience writing suitability reports is essential
  • Knowledge of Pensions & Investment platforms
  • Level 4 Diploma qualified or working towards this
  • 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.

Job Synonyms:

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

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