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Paraplanner

Heat Recruitment Ltd
Posted 15 days ago, valid for 11 days
Location

Swanley, Kent BR88BE, England

Salary

£32000 - £45000/annum flexi hours, parking, 4%er pension

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Contract type

Full Time

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Sonic Summary

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  • A reputable company located on the outskirts of Swanley is seeking an experienced Paraplanner to support three advisers and collaborate with another paraplanner.
  • The role involves conducting research, writing suitability reports, and liaising with clients and product providers as needed.
  • Candidates must have previous experience in a similar role within an IFA, Wealth Management firm, or financial services and possess a Level 4 Diploma or be close to achieving it.
  • The salary for this position ranges from £32,000 to £45,000, depending on experience and qualifications, with a pension contribution of 4% from the company and a minimum of 4% from the employee.
  • The job offers flexible hours, free onsite parking, and an office closure over Christmas.

A new opportunity has opened for an experienced Paraplanner to join a reputablecompany based on the outskirtsof Swanley.
You will be supporting 3 advisers and working alongside another paraplanner to guide clients.
The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.

  • Hours: are 9am to 5pm however someflexibilityis offeredaround start & finish times to assist with family commitments etc.
  • Pension: 4% company contribution and min4% employee contribution (plus 1% tax relief).
  • Office closed over Christmas
  • The office is set in an easy to get to location withfree onsite parking.
  • 32,000 - 45,000 depending on experience and qualifications.

What's needed to be considered for this paraplanner position:

  • Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
  • Level 4 Diploma, or very close to achieving
  • 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 career
Adviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate

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