This is an award winning financial planning and investment company that has an excellent reputation within the industry, both within their smaller individual more boutique practice, and the network as a whole, with such bring various routes to progression and development. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they offer a first class service and a fantastic working environment to their employees.
Due to growth, this company have an exciting opportunity for an experienced Paraplanner to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status.
What’s needed for me to be considered?
- Previous experience within a Paraplanning position within a regulated environment
- Hold level 4 Diploma in Financial Planning and working towards Chartered
- Understanding of the full financial planning & corporate advice process
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.
Paraplanner, Technical Adviser, Report Writer, Financial Planner, Technical Sales support, Technical planner, Para-planner