There is a fantastic opportunity here for an experienced Paraplanner to join a well-established Financial Services Practice in the heart of Bedfordshire. The company we are assisting is a growing practice with a great industry name, focused on providing a highly personalised financial planning and investment management service with their clients at the heart of everything they do.
You will have the opportunity to work in a supportive team environment where progression is strongly supported. This role could lead to a team leader position or progression down the advisory or compliance path.
Going to be a very key role within the business, as the person chosen will be working closely with the Managing Director and two other IFAs. Within the role, you will get to sit in on numerous client meetings, etc (full 360 processes and role).
- £35,000 – £45,000
- Exam support
- Hybrid working after probation
- Attending client meetings, progression, working with the MD
- 25days plus bank holidays
What’s needed to be considered?
To be considered for this paraplanner opportunity, candidates need to have –
- Level 4 Diploma qualified (DIPFA or DIPPFS) or working towards
- Previous experience within an IFA Practice
- High level of analytical capability and good communication skills
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 before 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. #LI-LW1 #LI-hybrid
Paraplanner, Compliance, Team Leader, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner