Paraplanner

Paraplanner

Circa £30K

Preston

Office Based

Are you looking for a move that could benefit your career progression?

Looking to work within a smaller firm, meaning there is more support, and individuals work together towards a common goal?

Is it time to just be appreciated for your individual ability?

We are once again working with a long-standing client, based in the Preston area, who are looking to bring on a Paraplanner as soon as possible, due to somebody having to leave due to relocation.

This role would incorporate a mix of admin and paraplanning work, as this is a smaller team, so everybody looks to support and keep things moving along.

This is an office based position, however there is flexibility about start and end times to try and fit within peoples out of work commitments.

Day to day of this Paraplanning role:

- Report Writing

- Review Letters

- Valuations

- Submitting New Business

- Liaising with clients

- Admin and Paraplanning support / duties

Experience required to be considered for this Paraplanning role:

- Senior Admin or Paraplanning experience

- Experience of working in an IFA / Wealth environment

- Preference would be to have started working towards the Diploma

- Confident with both Admin and Client facing work

Paraplanning package & benefits:

- Circa £30K depending on experience

- Qualification support (financial and educational)

- Pension

- Vitality Healthcare (after 12 months of service)

- On site parking

- Progression opportunities up to management / advisor level

If you are interested and are confident you have the necessary experience, please contact Sam at Heat’s Manchester office.

#LI-SH1