Paraplanner

1 month ago

Witney, United Kingdom Heat Recruitment Full time

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referralsfrom their loyal clients, the business has grown year on year.

Exams will be supported and paid for by the business, and as such you do not have to be Level 4 qualified to be considered, however exams towards achieving the qualification are required.

What’s needed for me to be considered?
- Level 4 Diploma qualified or working towards
- Proven experience within an IFA environment
- Experience with conducting product research and writing suitability letters is desired

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refera friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client services administrator, paraplanner, paraplanning, para planner, para-planning, financial planning support, private client administrator

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