Job details

Location Faro, Portugal
Date Posted 16th January 2020
Category Para Planners
Sector Investment
Retirement Planning
Salary Competitive salaried package and relocation expenses.
Industry Financial Services
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5055
Hiring Company Recruitment Connection Ltd
Region Europe
Street Address N/A




Competitive salaried package and relocation expenses.

My client is a successful FCA registered financial planning and tax consultancy with very successful and established operations throughout Southern Europe. The company is looking for level 4 Paraplanner with experience in investment and retirement planning (Pensions included) to relocate.

You will be office based working closely with the Advisers and their clients in that region. Not only an experienced paraplanner you should also have some client facing experience as you will be dealing with clients who are of long standing with the company.

You must be minimum diploma qualified and most likely working in the UK and committed to relocating on a permanent basis. Experience in the overseas market would be an advantage although not essential as training is provided. There is great opportunity with this company to progress to a Private Client Manager and manage your own clients.

Ref: 5055

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).