Financial Services Professional
6 days ago
We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to work with a reputable company based in a convenient location with free onsite parking.
The successful candidate will be supporting 3 advisers and working alongside another paraplanner to guide clients. Key responsibilities include undertaking research, writing suitability reports, liaising with product providers, and communicating with clients when needed.
Key Benefits- Competitive salary range of £32,000 - £45,000 depending on experience and qualifications.
- 4% company pension contribution and minimum 4% employee contribution (plus 1% tax relief).
- Flexible working hours with some flexibility around start and finish times to accommodate family commitments.
- Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
- Level 4 Diploma or close to achieving.
- Able to prioritize and manage workload effectively.
- Strong background and knowledge in holistic advice.
Apply today to be considered for this Paraplanner opportunity. We also offer a referral scheme, where you can earn £200 if we assist a friend or colleague in securing a new career.
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