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Paraplanner

Heat Recruitment
Job LocationPlymouth
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: ParaplannerLocation: Cornwall Salary: Dependent on experience + qualifications Salary: £40,000Are you a skilled Paraplanner seeking an opportunity to grow and thrive in a dynamic environment Look no further! Our established practice, located in Cornwall, is on the lookout for talented individuals to join our team. With a focus on pensions and athriving business built on relationships, this is a chance to contribute to a reputable firm with over 20 years of experience in the industry.Key Responsibilities:

  • Collaborate closely with financial advisors to provide comprehensive support in the areas of pensions, investments, and protection.
  • Prepare detailed reports and analysis, demonstrating a strong understanding of pension products and regulations.
  • Engage in client meetings and consultations, assisting in the development of tailored financial plans.
Requirements:
  • Experience in paraplanning, particularly in the realms of pensions and investment, is highly desirable.
  • Proficiency in report writing and analysis, with a keen attention to detail.
  • Familiarity with platforms such as IRESS, Platformr, Transact, and Aviva will be advantageous.
  • While formal qualifications are not mandatory, they are considered a bonus.
Additional Information:
  • This is an office-based role located in Cornwall. Candidates must be local, as commuting from area such as Cornwall is not feasible.
  • Trainee Paraplanners with relevant qualifications will be considered.
Why Join Us
  • Opportunity to work within a well-established firm with a strong client base and reputation.
  • Room for professional growth and development, with opportunities to expand your skill set.
  • A supportive team environment where collaboration and innovation are valued.
If you are passionate about paraplanning, possess a strong understanding of pensions, and thrive in a collaborative setting, we want to hear from you! Take the next step in your career and apply today by sending your CV and a cover letter detailing yourrelevant experience and why you’d be a great fit for our team.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.

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