Paraplanner

4 weeks ago

Fareham, United Kingdom Heat Recruitment Full time

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is partly based in the head office in Whiteley.

They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones. Benefits:

  • Hybrid working - 2days office, 3 from home
  • £45,000
  • Very generous holiday allowance
  • Exam support, especially to Chartered
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more...

To be considered for the Paraplanner opportunity, candidates need to have -

  • Level 4 Diploma qualified, ideally keen to take further exams
  • Previous paraplanning experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner 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. 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, Paraplanning, Paraplanner

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