DB Paraplanner
2 months ago
We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd, a leading recruitment agency in the financial services industry. As a key member of our paraplanning team, you will be working closely with Investment Managers to provide high-quality planning services to our clients.
Our company is a Southeast Financial Planning company with a strong presence in the London office. We are a dynamic and growing organization, with a focus on delivering exceptional results and providing opportunities for career growth and development.
Key Responsibilities:
- Providing technical planning support to Investment Managers
- Assisting with the preparation of financial plans and reports
- Developing and maintaining strong relationships with clients
- Staying up-to-date with industry developments and best practices
Requirements:
- Level 4 Diploma qualified
- Previous paraplanning experience within an IFA Practice
- High level of analytical capability and good communication skills
- Positive, can-do attitude
What We Offer:
- Hybrid working arrangement
- Competitive salary
- Generous holiday allowance
- Exam support and career progression opportunities
- Private medical insurance and income protection
How to Apply:
If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application to us. We look forward to hearing from you.
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