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