DB Paraplanner

2 months ago


London, Greater London, United Kingdom Heat Recruitment Ltd Full time
Paraplanning Team Member Opportunity

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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