Senior Paraplanning Professional

4 weeks ago


Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced Paraplanner to lead our in-house team, providing expert support and guidance to our financial planning and advisory services.

Key Responsibilities
  • Lead the paraplanning team to ensure efficient and effective delivery of services
  • Manage paraplanner workloads, projects, and one-to-one meetings to support learning goals
  • Coordinate and oversee the paraplanning team's activities, ensuring high-quality outputs
  • Collaborate with the management team to develop and implement business strategies
Requirements
  • Level 4 diploma in financial advice
  • Proven experience as a Paraplanner, with a strong understanding of financial planning and advisory services
  • Management experience or experience as a member of a paraplanning team
What We Offer
  • A competitive salary of up to £60,000
  • Hybrid working arrangements
  • Exam support and professional development opportunities
  • A comprehensive holiday and pension scheme
How to Apply

If you are a motivated and experienced Paraplanner looking to take on a leadership role, please apply below with your CV and a cover letter outlining your experience and qualifications.



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