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Highly Skilled Paraplanning Expert

2 months ago

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

Job Summary:

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 be responsible for providing technical support and guidance to our clients.

Key Responsibilities:

  • Assist the Paraplanning Manager in developing and implementing processes and procedures to improve team efficiency and productivity.
  • Provide technical support and guidance to clients on financial planning and investment matters.
  • Collaborate with the Planners to develop and implement client plans and strategies.
  • Support the team in delivering high-quality client service and ensuring compliance with regulatory requirements.

Requirements:

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

What We Offer:

  • Hybrid working arrangement with 3 days per week in the office.
  • Ongoing professional development and training opportunities.
  • 28 days holiday plus bank holidays.
  • PMI membership.
  • Company bonus scheme.
  • Support with exams to become Chartered.
  • 4% employer pension contribution rising to 10%.