Heat Recruitment
30 Mar 2019
09 May 2019
Contract Type
Full Time

The opportunity for an experienced Paraplanner to join a Wealth Management Practice who provide tailored advice, quality investment management, exemplary client service and a broad professional network to high net worth individuals whilst providing their staff with exceptional training and study support, based from their brilliant Surrey based offices.

The client are growing at a brilliant rate organically and this is a chance for the successful candidate to join and flourish within, building a lasting career.

The Opportunity

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

You will have the opportunity to work in a supportive team environment where career 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 or working towards this
  • 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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