Speculative CV’s only

  • Shortlist
Location Croydon , London
Sector Financial Services
Salary £30,000 - £40,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 57196

A reputable, established national IFA is seeking a Paraplanner to join one of their thriving teams. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

They are proud to be a highly reputable financial planning firm who provides financial planning solutions to individual clients, companies, company directors and self-employed individuals.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focused and can achieve its strategic goals.


The Opportunity

Our client is looking for a Paraplanner to support their successful Financial Planner. The great thing about this firm is that it has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. Alongside this, the option to progress to Chartered status with the firm’s exam support is strongly encouraged. You will be working within a small but strong team where you can quickly develop your career. 


What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Working towards Level 4 Diploma or already qualified is preferred.
  • Previous experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Driving License (due to location).


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 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Senior Paraplanner, Trainee IFA, Paraplanner