Heat Recruitment
6d ago

A reputable, established national IFA is seeking a Paraplanner to join one of their thriving teams. 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.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focused and can achieve its strategic goals.

The Opportunity

This is a fantastic chance to join a national firm that can offer you a team environment and a chance to build on your existing experience.

You will be working with a team of experienced administrators, paraplanners and Advisers to learn the methods in which this firm works.

Progression is encouraged exams will be paid for, study days and training provided.

What’s needed for me to be considered?

  • Previous experience working within a similar fast paced financial services environment
  • Currently working towards Financial services qualifications desirable
  • Excellent communication, both written and verbal and attention to detail is essential to succeed
  • 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 : Trainee IFA, Financial Planning, Financial Consultant, Adviser

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