Experienced Paraplanning Manager

1 week 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 services team, you will be responsible for providing technical support and guidance to our clients, as well as contributing to the growth and development of our business.

Key Responsibilities:

  • Provide technical support and guidance to clients on financial planning and investment management matters
  • Assist in the development and implementation of financial planning strategies and solutions
  • Contribute to the growth and development of our business through the identification of new business opportunities and the development of relationships with key clients and partners
  • Work closely with our financial planning and investment management teams to ensure the delivery of high-quality services to our clients
  • Stay up-to-date with industry developments and best practices, and apply this knowledge to improve our services and processes

Requirements:

  • Several years of experience in a paraplanning or financial planning role, with a strong technical knowledge of financial planning and investment management
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge and experience
  • Strong leadership skills, with an entrepreneurial spirit for idea creation and implementation
  • Ability to work effectively in a team environment and build strong relationships with clients and colleagues

What We Offer:

  • A competitive salary and benefits package
  • Ongoing professional development and training opportunities
  • A dynamic and supportive work environment
  • The opportunity to work with a highly successful and growing business

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