Paraplanner / Admin spec

Heat Recruitment; Wirral; On-site; GBP 60,000 - 80,000; Full time

Job description

Are you looking for a move that could benefit you financially, as well as for your career progression?

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

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

This opportunity may be for you…. We are working with a long-standing Financial Advice practice in the Wirral, who recently became part of a larger organisation, made up of various IFA firms.

They are looking to expand their departments with both Paraplanners and IFA Admins, which would take their team to 30+.

Requirements to be considered for the Paraplanning role:

• Current experience of working as a Paraplanner within an IFA / Wealth environment
• Ideally being diploma qualified, but will consider people who are part way through their exams
• Client facing experience, which can be telephone / virtual
• Strong telephone and admin skills
• Good knowledge of Pensions / Investments & ideally Trusts / IHT

Package for the Paraplanning role:

• £30-40K depending on experience and qualifications
• Monday to Friday, hybrid working
• Opportunities to work up to Adviser level
• Salary reviews
• Financial support for additional exams including chartered
• Pension

If you are interested in discussing this Paraplanning role further, contact Sam at Heat’s Manchester office.