Heat Recruitment
Alton, UK
31 May 2019
26 Jun 2019
Contract Type
Full Time
The opportunity for an experienced Parpalanner to join a fantastic IFA firm who focus on providing a high quality financial planning and investment management service. Based in Alton, they are a well respected and established IFA practice that seeks to build long term, trusting relationships with their clients by providing niche financial planning advise, tailored to match their needs.

The Opportunity

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for preparing client suitability letters and financial report writing, you will be working 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 -
  • Achieved Cii/LIBF Level 4 Diploma in Financial Planning
  • 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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