Financial Services Professional
4 days ago
Job Opportunity: Experienced Paraplanner Wanted
We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial advisors and working closely with clients to provide exceptional service.
Key Responsibilities:
- Undertake research and write suitability reports to guide clients in making informed financial decisions.
- Liaise with product providers to ensure seamless service delivery.
- Communicate effectively with clients, providing clear and concise information about their financial options.
Requirements:
- Previous experience in a similar role within a reputable financial services firm.
- Level 4 Diploma or equivalent qualification.
- Strong organizational and time management skills to prioritize and manage workload effectively.
- Excellent knowledge of holistic financial advice and a passion for delivering exceptional client service.
What We Offer:
- A competitive salary range of £32,000 - £45,000 depending on experience and qualifications.
- A 4% company pension contribution and a minimum 4% employee contribution, plus 1% tax relief.
- A flexible working environment with free onsite parking.
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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