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Paraplanner

3 months ago

Poole, United Kingdom Heat Recruitment Full time

Role: Paraplanner

Location: Poole, Dorset

Salary: Up to £42,000


Home-based with travel to the Poole office for meetings (At least 1/2 times a month)


This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.


Our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the opportunity to prepare suitability letters, reports and recommendations, as well as provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.


  • 25 days holiday + bank holidays
  • 10% contributory pension
  • Private Medical Cover
  • 4x Life Assurance
  • Study support
  • Progression opportunities


What’s needed to be considered?


In order to be considered for this unique opportunity, candidates ideally have:

  • Level 4 Diploma qualified as a minimum
  • Previous experience within a fast-paced IFA practice as a Paraplanner
  • High level of analytical capability and good communication skills
  • The ability/experience of working from home
  • Experience with a range of software (e.g. IO/XPlan) and tools (e.g. FE Analytics, Voyant)


What's 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.