Paraplanner (Part Home-Based)

Heat Recruitment
£25,000 - £29,999
08 Jan 2019
17 Jan 2019
Contract Type
Full Time

Paraplanner (Part Home-Based)

Location: Brecon

Salary: Up to £25,000

The Client:

The opportunity for an experienced Paraplanner to join an established financial planning firm. Due to recent ongoing expansion, my client is looking to add to their back-office team to continue providing an outstanding service to their loyal client base across parts of Wales and England. This is a chance to join a professional and supportive team that holds a wealth of experience in financial planning.

The Opportunity:

As an established practice, our client is looking to take on an experienced Paraplanner to help support their team of highly experienced Financial Planners and deliver an outstanding service to their bespoke client-base. You will have the opportunity to work within a growing and highly experienced team that will help to enable you within your job role.

In this role, you will have the opportunity to spend two days of your working week based either from home, or from another of my clients’ offices based in Cardiff. In addition to this you will receive an annual Christmas bonus and generous firm contribution towards your pension scheme.

What’s needed for me to be considered?

  • Previous paraplanning experience within a Financial Planning practice is essential.
  • Previous experience carrying out compliant and detailed research, as well as preparing complex suitability letters.
  • High level of analytical capability and good communication skills
  • FCA understanding of regulations and products, and their practical application

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:

*Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner

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