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Senior Paraplanning Professional

2 months ago

London, Greater London, United Kingdom Heat Recruitment Full time
Senior Paraplanner Opportunity

We are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team.

The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth.

Key Responsibilities:

  • Support the Paraplanning Manager with technical cases and team improvements
  • Attend client meetings with Planners and provide support with clients
  • Contribute to the development of the team and the business

Requirements:

  • Several years of experience in a Paraplanning position with strong technical knowledge
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experienced with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit for idea creation and implementation

What We Offer:

  • Hybrid working, 3 days a week in the office
  • Ongoing professional development and training
  • 28 days holiday plus bank holiday
  • PMI
  • Company bonus
  • Support with exams if you wish to become Chartered
  • 4% employer pension contribution rising up to 10%

Apply Today:

If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.