Paraplanner - Heat Recruitment : Job Details

Paraplanner - Gatwick - Up to £50k

Once a fortnight in the office as a minimum requirement

Our client, with their head office in The City of London, is looking for a Paraplanner to help provide technical support for several well-established Financial Advisers in the Gatwick office.

Technical responsibilities include: discussing client objectives with the Adviser, product research, analysis of client funds, preparation of new and existing client cashflow modelling, production of recommendation and financial reports.

This role requires the Paraplanner to be Level 4 qualified (DipPFS or LIBF) alongside previous experience working within an IFA Paraplanning/Technical Support role.

Experience using tools/software such as FE Analytics, Voyant, and a CRM system are also essential for this role.

Benefits include:

• 25 days annual leave, with the option to purchase more
• Additional annual Christmas shopping day
• Enhanced parental leave
• Private healthcare scheme
• 10% contribution towards your pension
• 4X Life assurance cover
• Open to discuss flexible working hours
• Discounted gym memberships
• Employee assistance programme
• Season ticket loans
• Salary sacrifice schemes
• Options to purchase shares
• And more...

Apply today to be considered for this opportunity.