Heat Recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

A fantastic opportunity has been created for a Paraplanner to join a highly reputable well-established firm of Independent Financial Advisors.

The successful candidate will be a confident Paraplanner who is level 4 diploma qualified and is keen to join a firm that prides itself on a top quality services and providing holistic ethical advice to both private and corporate clients. They embrace technology and are passionate about building long-term relationships with their valued customers.

You will be working for a firm that is built on the idea of progression and organic growth that can offer study/exam support as well as providing you with a friendly office culture whilst still challenging you.


Process and deliver Suitability reports for a variety of IFA's

Wealth Management back office support experience

Provide recommendations to clients on Investments, Pensions and Protection policies based on your own research and to be able to support these recommendations with a coherent explanation

Preparing product research and analysis for client meetings and prospect sign up


Understanding of compliance terminology, including FCA rules, regulations, policy and procedures

Strong Financial services Knowledge (investments, pensions)

Level 4 diploma qualified or working towards this


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

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career