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Swanley
Paraplanner

Paraplanner

Heat Recruitment

Posted 15 days ago, valid for 11 days

Swanley, Kent BR8 8AF, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

A reputable company 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 both product providers and clients as necessary.
Candidates must have prior experience in a similar role within an IFA, Wealth Management, or financial services firm, along with 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, and the working hours are from 9am to 5pm with some flexibility.
The company offers a pension plan with a 4% contribution from both the employer and employee, and the office includes free onsite parking.

A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of 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 some flexibility is offered around start & finish times to assist with family commitments etc.
Pension: 4% company contribution and min 4% employee contribution (plus 1% tax relief).
Office closed over Christmas
The office is set in an easy to get to location with free 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 careerAdviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate

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