Job Title: Paraplanning Expert

Job Type: Full-time

Company: Heat Recruitment Ltd

Location: Remote (with occasional visits to the head office)

About the Role:

We are seeking an experienced Paraplanning Expert to join our team as a key member of the paraplanning team for a Southeast Financial Planning company. As a Paraplanning Expert, you will be responsible for providing high-level analytical and technical support to our financial planning team.

Responsibilities:

• Provide technical support to financial planners in the preparation of financial plans and reports
• Develop and maintain complex financial models and spreadsheets
• Conduct research and analysis to support financial planning decisions
• Collaborate with financial planners to identify and implement process improvements
• Develop and maintain strong relationships with clients and stakeholders

Requirements:

• Level 4 Diploma qualified in paraplanning or a related field
• Previous experience in paraplanning within an IFA practice
• High level of analytical capability and good communication skills
• Positive, can-do attitude

What We Offer:

• Competitive salary and benefits package
• Opportunities for career progression and professional development
• Collaborative and dynamic work environment
• Flexible working arrangements

How to Apply:

If you are a motivated and experienced Paraplanning Expert looking for a new challenge, please submit your application, including your CV and a cover letter, to us. We look forward to hearing from you