Technical Paraplanner
- Recruiter
- Heat Recruitment
- Location
- Farringdon
- Posted
- 25 Jul 2018
- Closes
- 20 Oct 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice, Digital
The Client
There is a fantastic opportunity here to for an experienced Paraplanner to join a well-established Financial Services Practice working from their fantastic London City offices. Our Client are a Chartered practice with a great industry name, focusing on providing a highly personalised financial planning and investment management service with the Client at the heart of everything they do.
The Opportunity
During a period of key expansion, our client is looking to take on a number of new Technical Paraplanners to work closely with some of their most successful Chartered Financial Planners in the business. The firm has the flexibility to mold 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 with both CII examinations and towards Senior, Management and Sales based roles should you so wish..
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
- Hold the Level 4 Diploma in Financial Planning and comfortable with working towards achieving the Level 6 Chartered status
- Previous experience within a fast-paced IFA Practice
- Strong Pensions and Investments product knowledge
- High level of analytical capability and good communication skills
- Knowledge of Intelligent Office would be a distinct advantage however full training will be provided
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.
Synonyms:
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner