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Paraplanner

Heat Recruitment Ltd
Posted 10 days ago, valid for 11 days
Location

St. Albans, Hertfordshire AL1 3XZ, England

Salary

£38000 - £45000/annum DIS, PMI, 36days, exam support

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Contract type

Full Time

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Sonic Summary

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  • An experienced Paraplanner is needed for a Financial Planning company in St Albans, part of a growing firm with multiple offices in the Southeast.
  • The role involves collaboration with Financial Advisers and the paraplanning team in a supportive environment focused on career development.
  • Candidates should have a Level 4 Diploma and previous paraplanning experience within an IFA practice, along with strong analytical and communication skills.
  • The position offers a salary of up to £45,000, hybrid working options, a generous holiday allowance, and various benefits including exam support and career progression.
  • Interested candidates are encouraged to apply, and referrals may earn a bonus of £200 if successful.

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast. This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.

This company keeps going from strength to strength, with awards won, and further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides fantastic onboarding and regular one-on-ones thereafter.

Benefits:

  • Hybrid working - 2 days office, 3 from home
  • Up to 45,000
  • Generous holiday allowance - 28days plus bank holiday (36days)
  • Buy and Sell scheme
  • Exam support, especially to Chartered
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more...

To be considered for this Paraplanner opportunity, candidates need to have -

  • Level 4 Diploma qualified, and hopefully keen to take further exams
  • Previous paraplanning experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner 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. 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, Paraplanning, Paraplanner

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