Senior Paraplanning Advisor

3 weeks ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time
About the Role:
We are seeking a highly motivated Trainee Financial Advisor to join our team at Heat Recruitment. As a key member of our team, you will be responsible for conducting research on various financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations tailored to client needs.

This is an excellent opportunity to develop your skills in financial planning and advisory services. We offer a competitive salary of £32,000 per year, which may be higher depending on your level of experience. In addition to a generous compensation package, you will have access to ongoing training and professional development opportunities.

Key Responsibilities:
  • Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
  • Research financial products and services to support recommendations.
  • Ensure all work adheres to FCA regulations and internal compliance standards.


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