Paraplanner

Heat Recruitment

Posted 13 days ago, valid for 19 hours

Hertford, Hertfordshire SG14 3ES, England

Full Time

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Sonic Summary

An experienced Paraplanner position is available at a reputable company in Hertford, which relies on referrals for business.
The role requires research skills, writing suitability reports, and client liaison, with a flexible hybrid working arrangement.
The salary ranges from £35,000 to £45,000 based on experience and qualifications, along with a discretionary bonus and other benefits.
Candidates should have prior experience in an IFA, Wealth Management, or financial services firm and be working towards or have achieved the Level 4 Diploma.
The office offers a supportive environment with 25 days of holiday plus bank holidays and is closed during the Christmas holidays.

A new opportunity has opened for an experienced Paraplanner to join a reputable company based in Hertford. As a company they don't advertise, instead gaining business through referrals and word of mouth.The role will require that you have the ability to undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.The office is set in a great area, so there is lots for you to do during lunch breaks or socialising after work. You will not need to attend the office 5 days a week as employers can work from home a couple of times a week. Benefits:

£35,000 - £45,000 depending on experience and qualifications
Discretionary bonus (will be discussed directly with the client)
Cost of parking supported
25 days holiday plus bank holidays, and the office is generally closed over the Christmas holidays.
Hybrid working

What's needed to be considered:

Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
Working towards the Level 4 Diploma or not already achieved
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 careerAdviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate #LI-LW1 #LI-hybrid

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