Marlow
Would you like to join a medium sized, well respected chartered IFA on the FTA’s Top 100, that seeks to build a long term, trusting relationship with their clients?
They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their clients.
This is a fantastic position for a paraplanner to join a growing firm that can offer genuine career development. The successful candidate will get the chance to work on an array of technical cases and gaining a great deal of client facing exposure.
You will receive full training and exam supported through to Chartered Fellowship status should you wish to progress.
For this paraplanner position, you will have:
- Level 4 diploma qualified
- 3+ years’ experience of working as a paraplanner or a Financial Planner
- Excellent knowledge of a wide variety of subjects including investments, pensions, tax driven investments, inheritance tax planning etc
What’s next?
Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Paraplanner, Technical support, Para-planning, para-planner, financial planning technician, IFA support