Paraplanner
other jobs Heat Recruitment
Added before 1 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £35,000 - £42,000 per annum
Job Description:
Paraplanner - Leicester - Up to £42,000
We are working with a highly regarded IFA based in Leicester who are looking to grow their Paraplanning team. The role has come around due to recent local acquisitions, and they have a high focus on providing a high quality service to their clients who are mainly HNW.
Benefits:
Benefits:
*Discretionary Bonus
*25 days holiday plus Christmas (holiday buy and sell scheme)
*Social events
*Pension matched at 5%
*Vouchers and rewards
*Benefit from referral schemes
*PMI & DIS
What’s needed to be considered?
In order to be considered for this Paraplanner opportunity, candidates need to have –
*Level 4 Diploma in Financial Planning or equivalent.
*Strong understanding of financial principles, investment strategies, and planning techniques.
*Previous experience in a financial institution or advisory firm in a support role is advantageous.
*Familiarity with financial software, tools, and databases.
What’s next?
Apply today to be considered for this Paraplanner 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
*paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner
We are working with a highly regarded IFA based in Leicester who are looking to grow their Paraplanning team. The role has come around due to recent local acquisitions, and they have a high focus on providing a high quality service to their clients who are mainly HNW.
Benefits:
Benefits:
*Discretionary Bonus
*25 days holiday plus Christmas (holiday buy and sell scheme)
*Social events
*Pension matched at 5%
*Vouchers and rewards
*Benefit from referral schemes
*PMI & DIS
What’s needed to be considered?
In order to be considered for this Paraplanner opportunity, candidates need to have –
*Level 4 Diploma in Financial Planning or equivalent.
*Strong understanding of financial principles, investment strategies, and planning techniques.
*Previous experience in a financial institution or advisory firm in a support role is advantageous.
*Familiarity with financial software, tools, and databases.
What’s next?
Apply today to be considered for this Paraplanner 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
*paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner
Job number 3218028
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metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...