Paraplanner Professional

3 weeks ago


Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

We are seeking a highly skilled Paraplanner to join our expanding team at Heat Recruitment Ltd, a leading chartered Financial Planning firm.

About the Job

This is a challenging yet rewarding opportunity for an experienced professional to support clients in the South East of the UK as a Paraplanner.

Key Responsibilities:
  • Assist Financial Advisors in delivering high-quality financial planning services.
  • Conduct thorough research and gather information to support client plans.
  • Maintain accurate records and documentation.
  • Work collaboratively with the Financial Advisor team to achieve exceptional client satisfaction.
Requirements

To be successful in this role, you will need:

  • A minimum of 2-3 years' experience as a Paraplanner or equivalent role.
  • Working towards or having obtained the Level 4 qualification in Financial Planning.
  • Excellent IT skills and attention to detail.
  • Comprehensive knowledge of all products including Pensions, Investments, IHT Planning, Estate Planning.
What We Offer

We provide a salary range of £45,000 - £60,000 per annum and a comprehensive benefits package, including:

  • 25 days annual leave, plus extra birthday day off.
  • EAP system.
  • Early finish Fridays.
  • 'Beer o clock'.
  • Flexible working arrangements.

We prioritize our employees' growth and satisfaction, ensuring a fulfilling work environment.



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