Financial Services Support Specialist
1 month ago
We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will provide technical support to our senior advisors, assisting with paraplanning, research, analysis, and preparation of client cashflow.
Key Responsibilities:- Provide technical support to senior advisors, including paraplanning, research, and analysis
- Assist with the preparation of client cashflow and other financial documents
- Manage a team and provide guidance and support as needed
- Stay up-to-date with industry developments and best practices
- Previous experience working within an IFA
- Paraplanning and technical support experience
- Experience managing a team would be desirable
- Level 4 Diploma qualified or working towards
- 25 days holiday plus bank holidays
- Pension scheme with 5% employer contribution
- Career progression opportunities
- Two paid study leave days per exam and study support
- Flexible/hybrid working (following successful probationary period)
- Company socials/events
- Health and wellbeing support
- Cash plan
- Income Protection
If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today. We look forward to hearing from you.
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