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Heat Recruitment
Closing date
24 Jun 2022

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Contract Type
Full Time
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The opportunity for a Qualified Paraplanner to join an exceptional Wealth Management Practice working in their Stockton office, who provide exceptional training and study support.The OpportunityDuring a period of key expansion, our client is looking for a highly experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skill set, so the role can be tailored to exactly what you want.Key Responsibilities
  • Undertake bespoke client research and calculations for tax, personal allowance, annual allowance, tapered annual allowance, lifetime allowance etc where required
  • To use any research tools, as recommended by the Head of Paraplanning to assist in recommendations for the reports
  • To use the standard templates provided to produce client reports for the Advisers
  • Attend meetings with clients to complete paperwork where required

What's on offer?
  • flexible working policy
  • 25 days holiday + bank holidays
  • highly attractive employee benefits package

What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: Paraplanning, Para-planner, Report Writer, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, IFA, Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Manager, Technical Support
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