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Heat Recruitment
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London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
A highly regarded, forward-thinking Independent Financial Adviser practice are seeking an ambitious professional to join the firm as a Paraplanner , with the opportunity to support several Advisers who work with high-net worth clients. This position has arisen due to a period of growth for the company now requiring the need for another set of hands. You will be reporting directly with the Head of Paraplanning. The opportunity to continually progress in this position is encouraged through professional development plans, and the full support to take Financial Planning exams. Responsibilities: Providing technical support to advisers Dealing with client portfolios, gathering & analysing research Compiling suitability reports on a full range of products Preparing recommendations on these reports & implementing these Regular meetings with the advisers Working to FCA compliance standards Preparing meeting packs Desirable Qualities: Several years’ experience working as a Paraplanner Obtained or working towards Level 4 Diploma in Financial Planning Full understanding of all products/services Perks of the Role: Financial support with exams Regular team building events Competitive salary and benefits package 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. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner