Paraplanner

1 week ago

Carlisle, United Kingdom Heat Recruitment Full time

A fantastic opportunity has arisen for an experienced Paraplanner to join a leading Accountancy Practice within the wealth division. The firm can offer a vibrant working environment and the opportunity to progress throughout the business. They offer independentfinancial advise to their clients and work closely with the accountancy team to provide an excellent service

**The Opportunity**

Due to expansion, the position has arisen for an experienced Paraplanner to join the wealth team. You will be working within a small friendly team of advisers and support staff to provide continued support to aid with the smooth running of the business.You will also have the opportunity to work alongside one IFA in developing and writing new processes as well as managing the support team

**What’s needed for me to be considered?**
- Hold previous paraplanning experience within an IFA / Financial Planning Practice
- Previous experience dealing with High Net Worth Clients desirable
- Level 4 Diploma or close to achieving
- Strong analytical and communication skills

**What next?**

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
**Synonyms**: Paraplanning, Para-planner, Technical Support, IFA, Financial Advice, Wealth Management, Financial Planning, Financial Advisor, Financial Adviser, Wealth Manager, Consultant

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