Experienced Paraplanning Specialist

3 weeks ago


London, Greater London, United Kingdom Heat Recruitment Full time
Job Overview

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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