Paraplanner
North Manchester
£35-45K
Hybrid Working
Are you looking for a move, to gain a better work life balance?
Are you frustrated with the lack of support in your role?
Perhaps you just want to work in a more professional environment?
If any of the above are true, this should be the role for you!
One of our national clients are looking for an experienced Paraplanner to join their team and start supporting their financial advisers from day one. They are interviewing immediately with a view to start someone as soon as possible.
Responsibilities for this Paraplanner role:
- Develop a strong relationship with clients, management teams and advisers, to ensure a smooth process for all
- Act as the main point of contact for ongoing clients, who the majority are classed as High Net Worth based on their assets.
- Also provide internal updates and support to the Financial Advisers
- Work closely with third-party providers
Requirements for this Paraplanner role:
- Level 4 Diploma qualification
- Current experience working as a Paraplanner within an IFA firm - minimal 2-3 years
- Cash Flow Modelling experience
- Investment and Pension experience, including Pension switching
- Estate planning experience, including IHT
- Personal and Business protection
- Experience using Intelligent Office
If you are interested and are confident you have the experience necessary for this Paraplanner role, please apply or contact Sam at Heat's Manchester office.