Technical Paraplanner

  • Shortlist
Location Aylesford , Kent
Sector Financial Services
Salary £35,000 - £45,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 58208

The Client

A young, entrepreneurial and boutique IFA firm who are growing rapidly and focus on providing holistic strategic financial planning and global investment advice to their clients. They are recognised for going ‘above and beyond’ in the service they provide and only look to take on the best talent in the market.

Working in a small, open plan office, there is a great work ethic here and a great opportunity to deal with superb clients and systems, where fast-track support to Chartered status is encouraged and unlimited progression opportunities for all new starters is available.

The Opportunity

There is an opening here for an experienced paraplanner to join a technical team, with a progression plan to Partner available. In fact, they will only consider new hires who they feel will successfully develop into a good Partner one day, effectively handing over to you the reins of the business once the current Partners’ reach retiring age.

This opportunity is open to candidates’ who confidently consider themselves to be articulate and bright, possess exceptional attention to detail and are ultimately ambitious. This is a job opportunity that will yield a fruitful career for life, alongside a market leading salary as well as a fantastic benefits package.

What’s Needed to be Considered?

  • An exceptional Educational Background
  • Level 4 Diploma in Financial Planning desirable 
  • Previous experience dealing with pensions and investments products. 
  • The ability to conduct fact finds and to write high quality suitability reports. 
  • High level of analytical capability and good communication skills
  • Previous experience working in a fast-paced IFA is essential 

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 a cheque for £200 if we assist them in securing a new career.

Synonyms: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner, senior paraplanner, technical paraplanner, IFA support, financial planning assistant