Chartered Paraplanner

1 month ago

Wilmslow, United Kingdom Heat Recruitment Full time

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

**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. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, sothe role can be tailored to exactly what you want. 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 whereyou can develop your career within a prestigious firm.
**What's on offer?**
- flexible working
- share scheme
- DIS
- income protection
- company pension scheme

**What’s needed to be considered?**
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills

**What next?**

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, Para-planner, Paraplanning

  • Paraplanner

    7 days ago

    Wilmslow, Cheshire East, United Kingdom Idex Full time

    My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be...