This is an exciting opportunity for an ambitious Paraplanner to join an award winning Chartered Financial Planning firm based in Cheshire. This practice specialises in providing a complete holistic financial planning service to private and corporate clients across the UK and through this has built an excellent name within the industry.
During a period of key expansion, our client is looking for a technical 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 skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- Level 4 Diploma or close to achieving this
- Previous relevant experience in either a similar Paraplanning role or in an Advisory or Sales Support function for a Financial Planning firm
- High level of analytical capability and good communication skills
- Team Player
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 in vouchers if we assist them in securing a new career.
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner