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Lolworth

    Financial Paraplanner - Lolworth, Cambridgeshire, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd Lolworth, Cambridgeshire, United Kingdom

    1 week ago

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    Description
    We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients


    Hybrid role:
    2 days remote work, mandatory office presence on Mondays.
    30 days holiday plus Bank Holidays.

    • Wellbeing day, birthday off, and volunteering day.
    • Matched pension contribution up to 5%.
    • Private Medical Insurance (PMI) after probation (6 months).
    • Onsite parking available.
    Producing high-quality and detailed suitability reports
    * relevant financial planning qualifications

    • Excellent report writing abilities.

    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 #J-18808-Ljbffr


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