Paraplanner

1 month ago

Perth, United Kingdom Heat Recruitment Full time

An exciting opportunity has arisen for a diploma qualified Paraplanner to join one of the UK's leading financial planning businesses.
You will be based out of the Perth office and have access to a hybrid working policy that offers flexibility to all employees.
The successful applicant will need previous paraplanning experience and be level 4 qualified (ideally DipPFS), with an aspiration to achieve chartered status.
Key Responsibilities
- Providing full paraplanning support to our advisers and dealing with technical client queries
- Attending forward planning meetings alongside the financial planner
- Producing and continually improving client reports which are client friendly
- Technical client research and analysis

What's on offer?
- Hybrid working policy
- highly competitive salary & bonus
- amazing career progression opportunities

What’s next?

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

Synonyms: Report Writer, Technical Support, Para-planner, Paraplanning, financial planning, wealth management, financial advisory, financial services, IFA

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