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Paraplanner - Technical Planning Expert

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time

Job Title: Paraplanner - Technical Planning Expert

Company: Heat Recruitment

Job Type: Full-time

Location: London

About the Role:

We are seeking an experienced Paraplanner to join our team at Heat Recruitment. As a key member of our paraplanning team, you will work closely with Financial Advisers and Investment Managers to provide technical planning expertise.

Responsibilities:

  • Provide technical planning support to Financial Advisers and Investment Managers
  • Assist in the preparation of financial plans and reports
  • Develop and maintain strong relationships with clients
  • Stay up-to-date with industry developments and best practices
  • Contribute to the growth and success of our team

Requirements:

  • Level 4 Diploma qualified
  • Previous paraplanning experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude

What We Offer:

  • Competitive salary
  • Generous holiday allowance
  • Opportunities for career progression
  • Support for professional development
  • A dynamic and supportive team environment

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application to us. We look forward to hearing from you.