Heat Recruitment
Nottingham, UK
20 May 2019
27 May 2019
Contract Type
Full Time
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on finding financial solutions for top tier professionals and entrepreneurs exiting private equity backed business.

The Opportunity

During a period of expansion, a position has arisen for an Paraplanner to support the successful Financial Planners of the business.

Duties will include:
  • Preparing reccommendations
  • Implementing recommendations
  • Providing client support
  • Providing technical and research support
  • Maintain a detailed knowledge of the firm's compliance procedure
  • Maintain and build on existing technical knowledge
  • Preparing and maintain client files

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.

This job was originally posted as

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