Financial Planning Assistant

3 days ago


Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

About Us: Our client is a Top 100 Financial Adviser ranked, chartered Financial Planning firm that has been rapidly expanding across the South East of the UK. They pride themselves on providing long term support to their clients.

Salary and Benefits: The successful candidate can expect a competitive salary of £35,000 - £45,000 per annum, which may be flexible depending on experience. In addition to this, the firm offers a range of benefits, including 25 days annual leave, an extra birthday day off, an Employee Assistance Programme (EAP), early finish Fridays, and a 'beer o clock' social hour.

About the Role: We are seeking a Paraplanner with at least 2-3 years of experience in the field. The ideal candidate will have a strong knowledge of all financial products, including Pensions, Investments, IHT Planning, and Estate Planning. The role involves working towards or having obtained the Level 4 qualification in Financial Planning.

Requirements: To be successful in this role, you must have excellent IT skills and be able to work to a high standard. You should also be willing to learn and develop your skills further.

What's Next? If you're interested in this opportunity, please get in touch with us to discuss further. Additionally, if you refer a friend or colleague to us and they secure a new career, you'll receive £200 in vouchers.



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