Senior Paraplanner

Heat Recruitment
03 Jun 2018
15 Jun 2018
Contract Type
Full Time

The Client

The opportunity for a Senior Paraplanner to join Chartered financial planning and Wealth Management Practice. My client works with personal, corporate and trustee clients to provide bespoke advice that meets the null requirements.

The Opportunity

During a period of key expansion, our client is looking for a Senior Paraplanner to support the successful Financial Planners of the business.

Being part of a small team you will be working closely with the adviser and to ensure report writing is of a high standard

You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What’s needed to be considered?

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

  • Level 4 Diploma qualified and working Chartered Status
  • 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

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