Paraplanning Specialist

1 month ago


West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time
Paraplanner Opportunity

We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to work with a prestigious firm that provides regular one-on-ones and offers a strong team-focused environment.

About the Role

This Paraplanner position is based in our London office, which is local to Mayfair and Soho. You will work closely with Financial Advisers and Investment Managers, and be part of a team that is going from strength to strength with further acquisitions and mergers lined up for the future.

Key Responsibilities
  • Provide high-level analytical support to Financial Advisers and Investment Managers
  • Develop and maintain complex financial plans and models
  • Collaborate with the team to deliver exceptional client service
  • Stay up-to-date with industry developments and best practices
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
  • Hybrid working arrangement - 2 days office, 3 from home
  • Competitive salary - £45,000
  • Generous holiday allowance - 28 days plus bank holiday
  • Exam support, especially to Chartered
  • Private medical
  • Income protection
  • DIS
  • Career progression

If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.



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