Wirral
Paraplanner
£30-40K
Wirral
Hybrid working
Are you looking for a move that could benefit you financially, as well as for your career progression?
Looking to work within a larger firm, meaning there is more support and individuals work towards a common goal?
Is it time to just be appreciated for your individual ability?
This opportunity may be for you ….
We are working with a long-standing Financial Advice practice in the Wirral, who recently became part of a larger organisation, made up of various IFA firms.
They are looking to expand their departments with both Paraplanners and IFA Admins, which would take their team to a 30+.
Requirements to be considered for the Paraplanning role:
- Current experience of working as a Paraplanner within an IFA / Wealth environment
- Ideally being diploma qualified, but will consider people who are part way through their exams
- Client facing experience, which can be telephone / virtual
- Strong telephone and admin skills
- Good knowledge of Pensions / Investments & ideally Trusts / IHT
Package for the Paraplanning role:
- £30-40K depending on experience and qualifications
- Monday to Friday, hybrid working
- Opportunities to work up to Adviser level
- Salary reviews
- Financial support for additional exams including chartered
- Pension
If you are interested in discussing this Paraplanning role further, contact Sam at Heat’s Manchester office.
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