Paraplanner

Heat Recruitment

Posted 19 days ago, valid for 7 days

Cambridge, Cambridgeshire CB2 8AG, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a Financial Services firm in Cambridge, offering a salary of up to £50,000.
The role involves supporting Financial Planners by preparing suitability letters, reports, and providing technical support for client queries.
Candidates should possess a Level 4 Diploma or be working towards it, along with previous experience in a fast-paced IFA practice.
The firm offers a flexible environment that can be tailored to individual skill sets, along with benefits such as a pension contribution, hybrid working, and a bonus scheme.
This opportunity is ideal for those looking to develop their career in a prestigious firm with a strong team-focused culture.

Paraplanner - Cambridge - Up to £50,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.Benefits:

Pension contribution
PMI + income protection + Dental plan
DIS 4x salary
Hybrid working after probation
Bonus scheme
Buy/sell holiday up to 30 days
Training + Development/support towards exams

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

Level 4 Diploma qualified or working towards this
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills

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: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner#LI-JM1

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