Paraplanner

Heat Recruitment

Posted 9 days ago, valid for 5 days

London, Greater London EC1R 0WX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The firm is an award-winning boutique financial advisory service catering to high-net-worth clients across the UK.
They are seeking a Paraplanner with a Level 4 Diploma and previous experience in an IFA environment.
The role involves providing technical support to an adviser and the Managing Director, with opportunities for client interaction and professional development.
Candidates should have strong technical knowledge in private client financial advice, and client-facing experience is advantageous.
The position offers a competitive salary, and the firm supports progression towards Chartered status.

The ClientThis is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK. The OpportunityDue to business growth this firm has an opportunity for a Paraplanner to join the team. You will be responsible for providing technical support to a highly successful adviser as well as the Managing Director. You will benefit from working closely with a highly experience team and will be given plenty of client facing opportunities, full exam support towards Chartered status as well as future progression opportunities towards Senior Paraplanner/Adviser positions. What’s needed for me to be considered?

Hold Level 4 Diploma
Previous experience supporting Advisers within an IFA environment
Comprehensive market knowledge with strong technical ability in Private client financial advice
Client facing experience (Advantageous)
Progression towards Chartered status (Advantageous)

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.Job Synonyms Senior Paraplanner, Paraplanner, Para-planner, Para planner, Technical Planner, Report Writer, Technical Planner, Technical Report Writer, Financial Planner, Adviser Support, Financial Planning Technician

Apply now in a few quick clicks

Paraplanner

Financial Planner

Chartered Financial Planner

Chartered Financial Planner