Financial Planning Administrator

3 weeks ago


Stockbridge, Hampshire, United Kingdom Heat Recruitment Ltd Full time

A reputable, established Financial Planning company is seeking a skilled Technical Paraplanner to join their thriving team in the UK.

Key Responsibilities:
  • Support experienced Financial Advisers in assisting individual clients, companies, company directors, and self-employed individuals with financial planning solutions.
  • Collaborate with a friendly and supportive team of support staff to deliver high-quality services.
Benefits:
  1. £42,500 - £52,000 per annum
  2. Bonus structure
  3. Onsite Parking
  4. Pension contribution
  5. 4x salary death in service benefit
  6. 25 days holiday
  7. Exceptional office location
Future Opportunities:

You could transition into an Adviser position within 3-5 years or take on a leadership role as a team leader.

  • Experienced as a paraplanner within a similar financial planning environment
  • Ideally, hold the CII Level 4 diploma in financial planning
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Proactive and client-centric


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