Paraplanner

☞ Heat Recruitment

View: 107

Update day: 07-05-2024

Location: Honiton South West

Category: Finance / Bank / Stock Sales

Industry: Information Technology Services Staffing Recruiting Financial Services

Position: Entry level

Job type: Full-time

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Job content


Paraplanner/Senior Paraplanner

Location: Exeter

Salary: £27,000 – £35,000

The opportunity for an Experienced Paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical paraplanner to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.

The Potential

This role is ideally for Paraplanners who want to step up and become and Advisor in the future.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • 3-4 years of Paraplanning experience
  • Previous experience with Standard Life platform & Intelliflo are desired
  • Professional communication manner, both written and verbally
  • Lv 4 Diploma Qualified ideally

What’s 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.

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Deadline: 21-06-2024

Click to apply for free candidate

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