Financial Services Professional

6 days ago


Swanley, Kent, United Kingdom Heat Recruitment Full time

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 about their financial options.

Requirements:

  • Previous experience in a similar role within a reputable financial services firm.
  • Level 4 Diploma or equivalent qualification.
  • Strong organizational and time management skills to prioritize and manage workload effectively.
  • Excellent knowledge of holistic financial advice and a passion for delivering exceptional client service.

What We Offer:

  • A competitive salary range of £32,000 - £45,000 depending on experience and qualifications.
  • A 4% company pension contribution and a minimum 4% employee contribution, plus 1% tax relief.
  • A flexible working environment with free onsite parking.

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.



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