Financial Planning Specialist

3 weeks ago


Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Role

We are working with a highly successful Financial Planning and Investment Management practice in Weybridge 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.

Key Responsibilities:
  1. Assist the Paraplanning Manager with process improvements and technical case management
  2. Contribute to the development of the team and support the growth of the business
  3. Collaborate with the team to deliver high-quality results and meet business objectives
Requirements:
  1. Several years of experience in a Paraplanning position with strong technical knowledge
  2. Level 4 Diploma qualified as a minimum
  3. Excellent compliance knowledge and experience with cashflow modelling
  4. Strong leadership skills and an entrepreneurial spirit for idea creation and implementation
What's Next?

As a Senior Paraplanner, you will have the opportunity to work with a highly successful practice and contribute to the growth and development of the team.

With a competitive salary and benefits package, including hybrid working, ongoing professional development, and a generous annual leave allowance, this is an excellent opportunity for a motivated and experienced Paraplanner to take their career to the next level.



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