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Financial Planning Assistant

2 months ago

Loughborough, Leicestershire, United Kingdom Heat Recruitment Full time
About the Role

We are seeking a highly motivated and detail-oriented Paraplanner to join our dynamic team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing paraplanning and report-writing assistance.

Key Responsibilities
  • Client Communication: Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
  • Report Writing: Write client review letters, including portfolio reviews and drawdown reviews.
  • Team Collaboration: Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
  • Portfolio Analysis: Conduct portfolio analysis and rebalancing as needed.
  • Research and Due Diligence: Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
What We Offer
  • Competitive Salary: Up to £45,000
  • Employee Benefits: 7% employee pension contribution
  • Flexible Working: Hybrid and flexible working options
  • Part-time Opportunities: Potential for part-time
  • Annual Leave: 26 days annual leave + bank holidays
  • Professional Development: Study support with Level 4 and Chartered exams
Progression Opportunities

We are committed to the growth and development of our team members. There will be the option to progress into an adviser role, should a space become available in the adviser team.