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Financial Services Professional
2 months ago
Job Opportunity: Experienced Paraplanner Wanted
We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial advisors and working closely with clients to provide exceptional service.
Key Responsibilities:
- Undertake research and write suitability reports to guide clients in making informed financial decisions.
- Liaise with product providers to ensure seamless service delivery.
- Communicate effectively with clients, providing clear and concise information to meet their needs.
Requirements:
- Previous experience in a similar role within a reputable financial services firm.
- Level 4 Diploma or equivalent qualification.
- Ability to prioritize and manage workload effectively, ensuring timely completion of tasks.
- Strong background and knowledge in holistic financial advice.
What We Offer:
- A competitive salary range of £32,000 - £45,000, depending on experience and qualifications.
- A 4% company pension contribution, with a minimum 4% employee contribution and 1% tax relief.
- Flexible working hours, with some flexibility offered around start and finish times to accommodate family commitments.
- A modern office environment with free onsite parking, located in an easily accessible area.
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 reviewing your qualifications and experience.