• Shortlist
Location Sherbourne , Dorset
Sector Financial Services
Salary £30,000 - £45,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 55798

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients.

They provide tailored financial planning advice and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made. They are also proud to be a chartered practice and are keen on making sure that their staff have an excellent level of technical knowledge.


The Opportunity

This is a fantastic position for a paraplanner to join a firm in a key position of the business by support being actively involved in the back-office process as a key member of a small back office team whilst also getting involved with client facing elements of the role.This position is perfect for a confident individual who wants to get away from a corporate environment and join a small business where they can make a difference.


What’s needed for me to be considered?

  • Qualified or working towards level 4 diploma is an advantage
  • Previous experience within the IFA practices and Paraplanning is essential
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude


What next?

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.


Job Synonyms:            

Paraplanner, Chartered technical support, junior Paraplanner, trainee para-planner, financial planning technician, IFA support