Senior Paraplanner Position

2 weeks ago


Cardiff, Cardiff, United Kingdom Heat Recruitment Full time

About Heat Recruitment

We are recruiting a Senior Paraplanner to support our growing team at Heat Recruitment. As a key member of our team, you will play a vital role in delivering exceptional services to our clients.

Job Overview

This exciting opportunity is perfect for an experienced Paraplanner looking to take their career to the next level. You will be responsible for providing high-quality advice to clients, managing client relationships, and working closely with our internal teams to ensure seamless delivery of services.

Key Responsibilities

  • Develop and maintain strong relationships with clients to ensure long-term partnerships
  • Provide expert advice on investments and finance to clients
  • Work collaboratively with internal teams to achieve business objectives
  • Conduct thorough research to identify investment opportunities
  • Produce clear and concise reports outlining recommendations and reasons behind them

Essential Requirements

  • Minimum 2 years' experience as a Paraplanner
  • Degree or diploma in finance or a related field
  • Exceptional analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Able to work independently and as part of a team

Salary Range: £35,000 - £40,000 per annum



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