Paraplanner

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.