Paraplanner

1 week ago


Altrincham, 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 are looking for in terms of a senior position. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be workingin a strong team-focused environment where you can develop your career within a prestigious, well-established firm.

What’s needed to be considered?
- A Wealth Of paraplanner experience, in a Whole Of Market environment
- 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


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