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Paraplanner

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Location

WAKEFIELD

Salary £30000 - £40000
TypePermanent
WorkplaceOn-Site
Ref84683

Recruiter Managing This Role

Paraplanner
Wakefield
£30,000 – £40,000
Hybrid Working

Are you looking for a fresh start, working for a company who can offer hybrid working as well as career progression?

Looking for a change from administrative tasks and want to get your teeth into some more research led tasks?

Then this should be the role for you!

A long standing client of Heat’s is looking at expanding their Paraplanning team by 2 additional staff, after some internal promotions up to advisor level.

This is more of a report and research focused position, working on the ‘technical’ aspects of the job. The administrative side of the role is handled by a separate team.

Minimum requirements for this Paraplanner position:

  • Level 4 diploma qualified (CII strongly preferred)
  • 1+ years’ recent experience in a paraplanning role
  • Ability to deal with all aspects of financial advice including Pensions, Investments and IHT

A higher salary would be considered for individuals who are:

  • Working towards level 6 advanced diploma/chartership (CII strongly preferred)

Benefits of the Paraplanner position:

  • Hybrid working (50/50 split of home and office)
  • 2x Death In Service cover
  • Health Cover
  • Medical cash plan

If you are interested and confident you have the right level of experience, please apply of get in touch with Sam at Heat.

Back To Paraplanner Job Description

Application For Paraplanner