Senior Paraplanner

2 months ago

Middleton, United Kingdom Heat Recruitment Full time

A fantastic opportunity has arisen for a Paraplanner who is looking to take the next step in their Paraplanning career and move into a senior technical role.
You will be joining a highly reputable wealth management firm who are experiencing significant growth and have a high-performing technical team in place. Your main focus will be to analyse clients’ needs to the highest level and write client reports. The positionrequires good technical knowledge in Pension
Switching and Transfers, investment portfolios, and an awareness of financial markets.
**What's on offer?**
- flexible working after first 3 months
- 25 days holiday + BH
- 4% pension contribution
- discretionary bonus
- 4xDIS

There will be career progression opportunities to develop into Advisor / Managerial roles.

**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, Paraplanning, Paraplanner Manager, IFA, Financial Planning, Financial Advice, Financial Adviser, Financial Advisor

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