Paraplanner

4 weeks ago


Liverpool, United Kingdom Heat Recruitment Full time

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.

They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.

**The Opportunity**

Due to growth, the business owner is looking to expand the sales support team with an experienced, ideally qualified Paraplanner, supporting a director and adviser.

You will be supported with any further exams and be provided with a fantastic opportunity to learn alongside some a very experienced and technical team members.

**What’s needed for me to be considered?**
- Hold previous experience within an IFA / Financial Planning Practice
- Must be part Level 4 Diploma Qualified as a minimum
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous

**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.

Job Synonyms:
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner


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