Heat Recruitment
Madeley, Telford
£30,000 per annum
08 Jun 2019
01 Jul 2019
Contract Type
Full Time
An exciting opportunity with a vibrant, well- established firm has arisen for excellent Paraplannig candidates. The companies aim is to provide a unique and modern approach to financial planning for high net worth Individuals with a particular speciality in the Pensions market, they now manage hundreds of millions in assets for clients and have been awarded Chartered status from the Chartered Insurance Institute, showing their commitment to high levels of standards and professionalism.

There are exciting growth plans over the next 5 years and wants to expand its highly valued Paraplanning team to support its team of client facing advisers.

The Opportunity

During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mold the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What's needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -
  • Hold the Level Level 4 Diploma qualification would be advantageous, but happy to substitute for experience in a Paraplanning role
  • Previous experience within a report writing role in an IFA Practice
  • High level of analytical capability and good communication skills
  • Knowledge of Intelligent Office would be a distinct advantage

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.


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