My client is a medium sized, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients.
They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their clients.
They are a highly dedicated business that are experiencing a particularly strong area of growth and are looking to add another professional to their team.
This is a fantastic position for a paraplanner to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.
You will part of a technical team and be actively involved in the back office process as a key member of a back office team.
Due to the firm priding themselves on the fantastic level of service received by their clients, the successful candidate will be expected to meet clients on a face to face basis, meaning this role has a natural progression into an advisory role in the longer term.
What’s needed for me to be considered?
- Qualified with level 4 diploma as a minimum and ideally working towards chartered
- Previous experience within IFA practices and Paraplanning is essential
- FCA understanding of regulations and products, and their practical application
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
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.
Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support