Paraplanner

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm that provides innovative investment solutions tailored to individual 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. This is a perfect opportunity for you to develop your skillset and experience. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Required skills

  • Financial Services
  • Paraplanning
  • Reports
  • Technical Support
  • Planners

More Information

Job Location

Only candidates can apply for this job.
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