Paraplanner/Trainee IFA

Heat Recruitment
45000.00 GBP Annual
10 Jul 2018
31 Jul 2018
Job Type
Contract Type

Paraplanner/Trainee IFA

Location: Lichfield

Salary: GBP35,000 - GBP45,000

A reputable financial planning practice has an exciting opportunity for an experienced Paraplanner to join a Chartered firm with a clear set progression plan to advising.

You will be working alongside the other paraplanners in a friendly team environment where personal development is strongly encouraged.

Duties and Responsibilities:

  • Duties will include Writing technical recommendation reports, conduct technical research and analysis, review client files upon completion of business and provide relevant documentation ahead of client meetings.
  • You will benefit from an experienced Management team and culture built on shared knowledge throughout the business and working together as a team.
  • The company guarantees each employee a stable environment and the opportunity to develop their business skills.
  • You will need to be able to work effectively autonomously or as part of a team.


  • Level 4 Diploma qualified or working towards this is an advantage
  • Previous experience within an IFA practice and Paraplanning is essential
  • Excellent communication skills, both oral and written
  • FCA understanding of regulations and products, and their practical application


Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive GBP200 in vouchers if we assist them in securing a new career