The opportunity for an experienced Paraplanner to join a well established Wealth Management Practice based near Uxbridge who provide exceptional training and study support.
Our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm 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. You will have the opportunity to work in a supportive team environment where progression is strongly supported especially if you would like to become Chartered. You will be responsible for writing high quality suitability reports for high net worth clients and providing a bespoke wealth management service.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- Level 4 Diploma qualified or working towards this
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
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