Financial Services Support Specialist

1 month ago


Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time
Paraplanner Opportunity

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
Requirements:
  • 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
What We Offer:
  • 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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