My client is a bespoke, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients.
They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.
This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.
You will part of a technical team and be actively involved in the back office process as a key member of a small back office team.
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
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, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support