My Client is a bespoke financial advisory practice who also deals with discretionary fund management. They are a small team of highly qualified and experienced staff who provide a tailored service to their long-standing clients and are growing rapidly.
Due to business growth this practice is looking to welcome an experienced professional into the team, ideally a paraplanner looking to take the next step up. You will benefit from full back office support, exam support and progression opportunities into a full Independent Financial Adviser.
- Qualified or working towards level 4 diploma is an advantage
- Previous experience within an IFA practice and Paraplanning is essential
- Excellent communication skills, both oral and written
- FCA understanding of regulations and products, and their practical application
Apply today to be considered for this 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. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Independent Financial Advise