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Salary £32000 - £35000

Recruiter Managing This Role

£32,000 – £35,000 depending on experience
Hybrid working after probation

A fantastic opportunity to join an established Financial Services / Wealth Management firm, who are in a period of expansion.

The client specialises in Investments, Retirement Planning, Savings and Life Insurance, and have recently joined a larger network of firms, allowing them to expand their own set up.
Whilst this role can lead to more senior positions, they would prefer someone to join who is happy to maintain their paraplanning work in the short-term and add some stability and support to others around them. They are keen to develop people through their career however and advisor opportunities will be available after a couple of years in this role.

Paraplanner Key Responsibilities:

  • Providing technical, research and administrative support
  • Production of compliant and detailed client suitability reports and presentations
  • Help manage client relationship and taking/making calls in a polite and professional manner
  • Liaising with advisers on a regular basis, to work on cases and provide updates

Paraplanner Requirements:

  • Recent / current experience of Paraplanning within a Wealth Management firm
  • Confidence in speaking to clients, as well as handling complex back office work
  • Providing reviews and supporting advisers with meeting preparation
  • Demonstrating industry knowledge of multiple products and services
  • Preference would be Diploma qualified, but there needs to be some exams completed at a minimum

Paraplanner Package / Benefits:

  • £32,000 – £35,000 depending on experience
  • Hybrid working (after probation)
  • Financial Adviser opportunities
  • Pension
  • Death in Service

If you are interested in this Paraplanner opportunity and feel you have the necessary skills to be considered, please apply with an up-to-date CV or get in touch with Sam at Heat recruitment


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Application For Paraplanner