- 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes
- Pension and death in service benefits
- Exam fees covered for any additional qualifications
- Hybrid working model, with a minimum of 2 days in the office
- Collaborate with advisers to gather necessary information for client cases.
- Prepare thorough research and reports to support the advisory process.
- Liaise directly with advisers, providing essential support for client-related activities.
- Communicate with clients via telephone and email, ensuring a high level of service.
- Proven experience as a Paraplanner in a financial services setting.
- Strong analytical and research skills.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a collaborative team.
- Knowledge of industry regulations and compliance requirements.
- Relevant qualifications in financial planning or paraplanning.
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Heat Recruitment Ltd South Holland, Lincolnshire, United Kingdom Permanent, Full timePosition: Paraplanner · Location: Spalding, UK · Salary: £35,000 per annum · Benefits: · * 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes · * Pension and death in service benefits · * Exam fees covered fo ...
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3sixty Resourcing Ltd Peterborough, United Kingdom Permanent, Full timeBusiness Support Administrator · Peterborough · Full Time, Permanent · £22,000 - £30,000 P.A (DOE) · Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They wo ...
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Paraplanner (Permanent) - South Holland, Lincolnshire, United Kingdom - Heat Recruitment Ltd
Found in: Jooble UK O C2 - 19 hours ago
Description
Position: Paraplanner
Location: Spalding, UK
Salary: £35,000 per annum
Benefits:
Responsibilities:
If you are a dedicated Paraplanner seeking a challenging and rewarding full-time role with a competitive salary and comprehensive benefits package, we encourage you to apply.
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. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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