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    Paraplanner Flexible working - Boston, Lincolnshire, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd Boston, Lincolnshire, United Kingdom

    2 weeks ago

    Default job background
    Description
    Competitive salary dependent on experience / qualifications


    Compensation and Benefits:

    • Enhanced Pension: 20 days of holiday, increasing to 25 after 3 years
    • On-site parking
    A dynamic financial advisory firm in Boston is actively expanding its support team


    Career Progression:

    Offers a unique opportunity for career progression through the networks Academy, leading to the potential transition to a self-employed adviser role.

    Work closely with financial advisors to understand client needs and tailor financial plans accordingly.

    • Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
    • Utilise financial planning software to model various scenarios and assess the impact on clients' financial goals.
    • Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.

    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.


    Synonyms:
    IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support


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