Technical Paraplanner

Recruit UK
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Would you ever want to be a financial planner without a sales target? Would you like to use your technical knowledge to provide recommendations to a variety of clients on a daily basis without ever having to write a suitability report?

This is a paraplanner role with a difference!

Our client is a leading, forward thinking holistic financial planning company with offices in London and the South East. Their rapid growth and success require them to grow their team in Croydon. A position has become available for a technical manager/ paraplanner to join them; working alongside one other paraplanner, your role will be to work closely with the financial planning team to provide research, file review and recommendations. Unlike other paraplanner roles, all report writing is carried out by a centralised administration team, removing administration duties from you, so you can get on with the 'nitty gritty’!

The existing team are looking for someone who can add value to their advice. They need a paraplanner who has a high level of technical ability to come up with dynamic and sophisticated solutions to a number of differing financial needs. The successful candidate will need to prove their technical ability by having a strong technical background in either a paraplanner, compliance or other technical role, they will need to hold the diploma in financial services and, ideally be working towards chartered status.

In order to be successful in the role, you must have a strong character with confidence to review a client file and make recommendations, discuss differing solutions and ideas with colleagues and always have the client’s best interests at heart.

If this role is of interest to you and you’d either like more information or to apply for the role please contact Louise Sheppard on 0117-9450-450