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Financial Planning Specialist
2 months ago
We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to develop your planning career within a prestigious firm that provides regular one-to-ones and offers a range of benefits.
About the RoleThis Paraplanner position is based in our London office, where you will work closely with Investment Managers. You will be responsible for providing high-level analytical support and excellent communication skills to contribute to the success of our team.
Key Responsibilities- Provide analytical support to Investment Managers
- Develop and maintain strong relationships with clients
- Contribute to the growth and success of our team
- Participate in regular one-to-ones to discuss career progression
To be considered for this Paraplanner opportunity, you will need:
- Level 4 Diploma qualification
- Previous paraplanning experience within an IFA Practice
- High level of analytical capability and good communication skills
- Positive, can-do attitude
We offer a range of benefits, including:
- Hybrid working - 2 days office, 3 from home
- Competitive salary - £45,000
- Generous holiday allowance
- Exam support, especially to Chartered
- Private medical
- Income protection
- DIS
- Career progression
If you are a motivated and experienced Paraplanner looking to take your career to the next level, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
