Experienced Paraplanning Specialist
3 weeks ago
Position: Senior Paraplanner
Location: North London (Hybrid)
Compensation: Approximately £55,000 - £65,000, negotiable based on experience
We are collaborating with a prominent Financial Advisory and Investment Management firm in North London that is seeking a skilled Senior Paraplanner to enhance their team.
The Senior Paraplanner will play a crucial role within the organization, assisting the Paraplanning Manager with operational processes, complex technical cases, and overall enhancements to team efficiency. This is an exciting opportunity to join a firm experiencing significant growth.
In this role, you will have the chance to participate in client meetings alongside the Planners, providing valuable support to clients.
Benefits Include:
- Hybrid working model, with three days in the office
- Continuous professional development and training opportunities
- 28 days of annual leave plus public holidays
- Private Medical Insurance
- Company performance bonus
- Support for exam preparation if you aspire to achieve Chartered status
- 4% employer pension contribution, increasing to 10% over time.
Qualifications Required for the Senior Paraplanner Role:
- Several years of experience in a Paraplanning role with robust technical expertise
- Minimum Level 4 Diploma qualification
- Strong understanding of compliance regulations
- Experience with cashflow modeling techniques
- Demonstrated leadership abilities and an entrepreneurial mindset for innovation and implementation
Next Steps:
If you meet the qualifications for this Senior Paraplanner position, we encourage you to express your interest. A member of our specialized team will reach out to discuss this opportunity in further detail before proceeding with your application.
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