Adviser Support - Heat Recruitment : Job Details

A growing company in Bishop Stortford is looking for an ambitious individual looking to develop their career within an established and growing IFA firm.

The opportunity for a friendly, career-focused financial planning candidate has arisen due to growth plans and acquisitions.

They are a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise in investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.

You will be working in a supportive team environment where progression is strongly supported - do you want to become an Adviser or Paraplanner? If so, please apply.

Flexible hours / Team socials / Expanding business / Hybrid working

What’s needed to be considered:

• Experience within an IFA Practice covering investment and pensions
• Working towards the Level 4 Diploma
• Drive and ambition to grow this company
• Excellent communication skills, both written and verbally

What’s next?

Apply today to be considered for this adviser support opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

IFA Admin, Client Service, Technical Support, Paraplanner, Paraplanning, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner