Financial Planning Specialist

1 month ago


Whiteley, Hampshire, 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 develop your planning career within a prestigious firm that provides regular one-to-ones and offers a range of benefits.

About the Role

This Paraplanner position is partly based in our head office in Whiteley and involves working in a strong team-focused environment. You will be responsible for providing high-level analytical capability and good communication skills to support our clients.

Key Responsibilities
  • Level 4 Diploma qualified, ideally keen to take further exams
  • Previous paraplanning experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude
What We Offer

We offer a range of benefits, including:

  • Hybrid working - 2 days office, 3 from home
  • £45,000
  • Very generous holiday allowance
  • Exam support, especially to Chartered
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more...
How to Apply

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.



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