Paraplanner

Report

Ad nr: 27954
Published: 25 February 2024, views: 2

 

 

Main characteristics

Location
Sandridge, Hertfordshire
Company
Heat Recruitment Ltd
Salary
£30000 - £45000/annum
Employment type
Permanent
Category
Accounting / Financial / Insurance

Job summary

This Paraplanner role is with a fully independent financial advisory firm based in St Albans. They have a team of 10 who are dedicated to helping their clients achieve their financial goals.

They believe that the way we work sets them apart. They take a personal approach to financial advice and understand that every client is unique.

The Opportunity

They are looking for a competent Paraplanner to join the technical team. The ideal candidate will have circa. 3 years of experience in paraplanning, including the production of cash flow models and suitability reports.

You will be responsible for:

* Assisting financial advisers with the preparation of financial plans and reports

* Producing complex cash flow models and suitability reports

* Conducting research on financial products and services

* Providing technical support to financial advisers

On Offer

* A competitive salary and benefits package

* A friendly and supportive work environment

* Opportunities for professional development

* The chance to work with a team of experienced and qualified financial advisers

This is a back-office role, so there is no client-facing work. They encourage office working, but could offer 1-2 days per week at home for the right individual

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support


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Published: 25 February 2024, views: 2


Company: Heat Recruitment Ltd

Location: Sandridge, Hertfordshire

Salary: £30000 - £45000/annum


Category: Accounting / Financial / Insurance
Employment type: Permanent


Additional information:

Heat Recruitment Ltd

Application for the position: Paraplanner

Full name:• required field •

Your e-mail:• required field •

Message content:• required field •

Attachments: • Curriculum Vitae, cover letter, other •


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