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Paraplanner

Colchester (Essex)
Heat Recruitment
Posted: 27 July
Offer description

Location: Colchester

Salary: £35,000 - £45,000

Type: Permanent

Workplace: Hybrid

Reference: Ref88159

Recruiter Managing This Role

Position: Paraplanner in Colchester Up to £45,000

Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Ipswich with hybrid working options, this role offers a perfect blend of professional growth, stability, and work-life balance.

Benefits:

* 36-hour working week, over 4 or 5 days
* 25 days holiday
* Up to 7.5% matched pension contribution
* Four times salary death in service life cover
* Salary sacrifice
* Flexible benefits offering
* Health cash plan
* Office gym and showers
* Free parking
* Free teas and coffees at work

Key Responsibilities:

* Collaborate with financial advisors to create comprehensive financial plans for clients.
* Conduct research and analysis to support the development of suitable financial strategies.
* Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

* Minimum of 2 years experience as a Paraplanner.
* Level 4 qualification is mandatory.
* Proven track record of steady employment and commitment to roles.
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