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Career Focused Financial Planning Support

1 month ago


Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Financial Planning Support Role

We are seeking a career-focused financial planning candidate to join our well-established Financial Services Practice. Our team provides a highly personalised financial planning service, with specialist expertise in investment management, pensions, and mortgage solutions.

We pride ourselves on developing long-term financial plans for clients while delivering exceptional customer service. As a member of our team, you will work in a supportive environment where progression is strongly supported. You will have the opportunity to become an Adviser or Paraplanner, with flexible hours and team socials.

Key responsibilities include experience within an IFA Practice covering investment and pensions, excellent communication skills, both written and verbally. If you are a motivated and career-driven individual, we encourage you to apply for this adviser support opportunity.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Key Skills and Experience:
- Experience within an IFA Practice covering investment and pensions
- Excellent communication skills, both written and verbally

What We Offer:
- Flexible hours
- Team socials
- Expanding business
- Hybrid working