Job Overview

Apply now My client is a medium sized, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their clients. They are a highly dedicated business that are experiencing a particularly strong area of growth and are looking to add another professional to their team. The Opportunity This is a fantastic position for a paraplanner to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications. You will part of a technical team and be actively involved in the back office process as a key member of a back office team. What's needed for me to be considered? Qualified or working towards level 4 diploma is an advantagePrevious experience within the IFA practices and Paraplanning is essentialFCA understanding of regulations and products, and their practical applicationEffective communication, both written and verbalHave a professional, proactive and positive attitude 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: Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support

Key Requirements

Back Office Financial Planning Paraplanning Technical Team Planning Advice