Pensions Administration Specialist
2 weeks ago
We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a key member of our financial planning practice, you will be responsible for providing personalized financial advice and support to our UHNW clients in the Whitney area.
Key Responsibilities:
- Conduct product research and write suitability letters
- Assist in the preparation of comprehensive financial plans
- Support the delivery of excellent client service
Requirements:
- Level 4 Diploma qualified or close to achieving
- Proven experience within an IFA environment
- Excellent communication and interpersonal skills
Salary and Benefits:
- Competitive salary up to £45,000 per annum
- Pension scheme with employer contributions
- Opportunities for career development and growth
- A supportive and dynamic work environment
About Us:
Heat Recruitment Ltd is a leading recruitment agency specializing in financial services. We pride ourselves on delivering exceptional candidate experiences and building long-term relationships with our clients.
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