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Paraplanning Professional

2 months ago

St Albans, Hertfordshire, United Kingdom Heat Recruitment Full time
Paraplanner Opportunity

We are seeking an experienced Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a qualified and motivated individual to develop their career in financial planning.

The successful candidate will be working closely with our Financial Advisers and the paraplanning team to provide high-quality support and services to our clients. This is a key role within our organization, and we are looking for someone who is passionate about delivering exceptional results and contributing to our team's success.

Key Responsibilities:

  • Providing analytical support to Financial Advisers
  • 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 qualification in paraplanning
  • Previous experience in a paraplanning role within an IFA practice
  • High level of analytical capability and excellent communication skills
  • Positive and proactive attitude

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career development and progression
  • Collaborative and supportive team environment
  • Flexible working arrangements

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application to Heat Recruitment. We look forward to hearing from you.