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Paraplanner

Heat Recruitment Ltd

Trafford Park

Permanent

£30000 - £42000/annum

M171LB

Posted: 06/08/2022

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A leading regional IFA is seeking a Paraplanner to join their thriving team. 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.

Progression to an adviser position can be offered, with a general timescale of 2 years for this.

The Opportunity

This is a fantastic chance to join a firm that can offer you a team environment and a chance to build on your existing experience. You will be working with a small team of experienced financial planning professionals. You will be sitting in on client meetings, dealing with ultra HNW clients daily and producing highly technical suitability reports.

What’s on offer?

* Permanent health insurance

* Pension scheme

* 25 days annual holiday plus statutory bank holidays.

* Private Medical Cover.

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.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Report Writer, Financial Advisor, Financial Adviser, Wealth Management, Para-planner, technical support, senior paraplanner

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