Financial Planning Specialist
2 days ago
We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for a skilled professional to develop their career in financial planning within a prestigious firm.
About the RoleThis Paraplanner position is based in our head office in Whiteley and involves working in a strong team-focused environment. You will have the opportunity to develop your planning career and contribute to the success of our company.
Key Responsibilities- Provide high-quality paraplanning support to our financial planning team
- Develop and maintain strong relationships with clients and colleagues
- Contribute to the growth and success of our company
- Level 4 Diploma qualified
- Previous paraplanning experience within an IFA Practice
- High level of analytical capability and good communication skills
- Hybrid working arrangement (2 days office, 3 days home)
- Competitive salary of £45,000
- Generous holiday allowance
- Exam support, especially for Chartered status
- Private medical insurance
- Income protection
- DIS
- Career progression opportunities
If you are a motivated and experienced Paraplanner looking to take your career to the next level, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
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