Paraplanner - Financial Services Professional
6 days ago
Job Summary:
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 services professionals in delivering exceptional client service.
Key Responsibilities:
- Prepare and implement recommendation reports to support financial planning and investment decisions.
- Complete applications and research suitable solutions to meet client needs.
- Conduct due diligence on recommended products and work closely with financial advisers to ensure a professional and efficient relationship.
- Review investment portfolios and identify areas for discussion at annual reviews.
- Analyse investment funds and provide recommendations to support client goals.
Requirements:
- Diploma qualification (Level 4) in a relevant field.
- High level of technical knowledge and experience working as a Paraplanner in the financial services industry.
- Excellent administration skills and report writing ability.
- Recent experience of working in a similar role.
- Ability to prioritise tasks and manage own workload effectively.
About Us:
Heat Recruitment is a leading recruitment agency specialising in the financial services sector. We pride ourselves on our commitment to delivering exceptional service to our clients and candidates.
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