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Heat Recruitment Ltd

Posted

7 days ago

description

A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley.

You will be supporting 3 advisers and working alongside another paraplanner to guide clients.

The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.

Hours: are 9am to 5pm however some flexibility is offered around start & finish times to assist with family commitments etc. Pension: 4% company contribution and min 4% employee contribution (plus 1% tax relief). Office closed over Christmas The office is set in an easy to get to location with free onsite parking. 32,000 - 45,000 depending on experience and qualifications. What's needed to be considered for this paraplanner position:

Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm. Level 4 Diploma, or very close to achieving Able to prioritise and manage workload effectively Strong background and knowledge in holistic advise What's next?

Apply today to be considered for this Paraplanner opportunity. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career

Adviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate

location

Swanley, Kent