Senior Paraplanning Professional

7 days ago


East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000
About the Role

We are seeking a highly skilled Senior Paraplanner to join our team at Heat Recruitment. As a key member of our financial planning and investment management practice, you will play a crucial role in helping our Paraplanning Manager with processes, technical cases, and overall team improvements.

Key Responsibilities
  • Assist the Paraplanning Manager with process improvements and technical case management
  • Support the team with client meetings and provide technical expertise
  • 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
  • Experience with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit for idea creation and implementation
What We Offer
  • Hybrid working arrangement with 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%


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