Senior Paraplanning Professional

6 days ago

Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Opportunity

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

About the Role

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 the 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 and 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 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%

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.

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Role: Senior Paraplanning ProfessionalLocation: HybridSalary: Circa £45,000 - £55,000 - open depending on experienceWe are working with a highly successful Financial Services firm who are now looking for an experienced Senior Paraplanning Professional to join their team.The Senior Paraplanning Professional will be a key hire for the business and will be...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Role: Senior Paraplanning ProfessionalLocation: HybridSalary: Circa £45,000 - £55,000 - open depending on experienceWe are working with a highly successful Financial Services firm who are now looking for an experienced Senior Paraplanning Professional to join their team.The Senior Paraplanning Professional will be a key hire for the business and will be...

  • Senior Paraplanning Professional

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a skilled professional to take on a key role in our Financial Planning and Investment Management practice.About the RoleThe Senior Paraplanner will be responsible for supporting the Paraplanning Manager with...

  • Senior Paraplanning Professional

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a skilled professional to take on a key role in our Financial Planning and Investment Management practice.About the RoleThe Senior Paraplanner will be responsible for supporting the Paraplanning Manager with...

  • Senior Paraplanning Professional

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a skilled professional to take on a key role in our Financial Planning and Investment Management practice.About the RoleThe Senior Paraplanner will be responsible for supporting the Paraplanning Manager with...

  • Senior Paraplanning Professional

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a skilled professional to take on a key role in our Financial Planning and Investment Management practice.About the RoleThe Senior Paraplanner will be responsible for supporting the Paraplanning Manager with...

  • Senior Paraplanning Professional

    7 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a key hire for our client, a highly successful Financial Planning and Investment Management practice in Welwyn Garden City.The successful candidate will be responsible for assisting the Paraplanning Manager with processes, technical...

  • Senior Paraplanning Professional

    7 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a key hire for our client, a highly successful Financial Planning and Investment Management practice in Welwyn Garden City.The successful candidate will be responsible for assisting the Paraplanning Manager with processes, technical...

  • Senior Paraplanning Professional

    3 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. As a key hire for our business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.About the Role:The Senior Paraplanner will be a key member of our team, responsible for providing...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. As a key hire for our business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.About the Role:The Senior Paraplanner will be a key member of our team, responsible for providing...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. As a key hire for our business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.About the Role:The Senior Paraplanner will be a key member of our team, responsible for providing...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. As a key hire for our business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.About the Role:The Senior Paraplanner will be a key member of our team, responsible for providing...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are seeking an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Paraplanning Manager with processes, technical cases, and team improvementsAttend client meetings with Planners and provide...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are seeking an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Paraplanning Manager with processes, technical cases, and team improvementsAttend client meetings with Planners and provide...

  • Senior Paraplanning Professional

    6 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    6 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    6 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are seeking an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Paraplanning Manager with processes, technical cases, and team improvementsAttend client meetings with Planners and provide...

  • Senior Paraplanning Professional

    6 days ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are seeking an experienced Senior Paraplanner to join their team.Key Responsibilities:Support the Paraplanning Manager with processes, technical cases, and team improvementsAttend client meetings with Planners and provide...

  • Senior Paraplanning Professional

    3 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Summary:We are working with a highly successful Financial Services firm in the UK who are now looking for an experienced Senior Paraplanner to join their team.Key Responsibilities:Assist the Paraplanning Manager with processes, technical cases, and overall team improvements.Attend client meetings with the Planners and provide support with...

  • Senior Paraplanning Professional

    2 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job OverviewWe are working with a highly successful Financial Services firm in the UK who are now looking for an experienced Senior Paraplanner to join their team.Key ResponsibilitiesAssist the Paraplanning Manager with processes, technical cases, and overall team improvements.Attend client meetings with the Planners and provide support with...