Paraplanner - Heat Recruitment : Job Details

Our client are seeking a talented, qualified paraplanner to join their existing support team.

You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning.

Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience.

Responsibilities include:

• Review the market to stay updated with the latest financial trends and opportunities.
• Prepare detailed reports including historic performance, charges, and suitability for clients.
• Draft suitability letters and support applications for clients and Financial Planners.
• Make informed recommendations based on thorough research and analysis.
• Collaborate effectively with Advisers and Clients to ensure their financial goals are met.
• Adhere strictly to compliance procedures and ensure all activities are in line with regulatory requirements.
• Continuously develop product, technical, and regulatory knowledge to remain compliant with the latest financial regulations.

You must have excellent analytical skills and attention to detail. Applicants must be IT literate with strong knowledge around CRM systems, platforms and paraplanning software. You will be a highly effective communicator who is confident with building positive relationships with advisers, colleagues, clients and third party providers.

In return, you can expect a competitive salary in line with experience, hybrid working, support with your professional development and good benefits package.