Heat Recruitment
10 Apr 2019
21 May 2019
Contract Type
Full Time

The Client

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm in Hove who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of expansion, a position has arisen for a Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported. Duties will include:

  • Assisting the Financial Adviser/Planner in establishing new client relationships.
  • Prepare financial statements to support the development of clients’ financial strategies. This may involve the use of Financial Planning software tools, such as O&M Profiler Analytics.
  • Carrying out research and analyse products
  • Proposing and drafting financial solutions that meet clients’ goals, needs and objectives.

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 is desirable/ or relevant Industry experience
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Good Pensions & Investments product knowledge

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 if we assist them in securing a new career.

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