Highly Skilled Paraplanning Expert

1 week 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 the development and implementation of paraplanning processes and procedures.
  • Provide technical support and guidance to junior team members.
  • Contribute to the improvement of team efficiency and productivity.
  • Attend client meetings and provide support with clients.
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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