Paraplanner

4 weeks ago

Norwich, United Kingdom Heat Recruitment Full time

An exciting opportunity has arisen for an experienced Paraplanner to join a growing wealth management practice based in Norwich, with Multiple offices around the East Midlands.

The firm has 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.

**Key Responsibilities**
- Analyse information and conduct research for appropriate to produce articulate and appropriate suitability reports
- Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Work closely with the high earning advisors in the company.

**What's on offer?**
- 23 days holiday + bank holidays
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working
- free onsite parking
- Progression within the role

**What next?**

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

**Synonyms**: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
LI-JM1

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