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Financial Services Support Specialist

2 months ago

Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to provide technical support for our senior advisors in Northampton. As a key member of our team, you will be responsible for paraplanning, research, analysis, and preparation of client cashflow, as well as some PA work and office management.

Key Responsibilities:
  • Provide technical support to senior advisors in paraplanning, research, and analysis
  • Prepare client cashflow and other financial documents
  • Assist with PA work and office management
  • Manage a team and provide guidance and support as needed
Requirements:
  • Previous experience working within an IFA
  • Paraplanning/technical support experience
  • Experience managing a team would be desirable
  • Level 4 Diploma qualified or working towards
What We Offer:
  • 25 days holiday plus bank holidays
  • Pension scheme with 5% employer contribution
  • Career progression opportunities
  • Two paid study leave days per exam and study support
  • Flexible/hybrid working (following successful probationary period)
  • Company socials/events
  • Health and wellbeing support
  • Cash plan
  • Income Protection

Apply today to be considered for this exciting opportunity. Our specialist consultants will be in contact to discuss the role with you in detail prior to submitting your CV to the client.