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Senior Financial Planning Associate

2 months ago

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

Position: Senior Paraplanner

Location: Hybrid Work Model

Compensation: Approximately £50,000 - £65,000, negotiable based on expertise

We are collaborating with a prominent Financial Advisory and Investment Management firm seeking a skilled Senior Paraplanner to enhance their team.

The Senior Paraplanner will play a crucial role within the organization, assisting the Paraplanning Manager with procedural enhancements, complex case management, and overall team efficiency improvements. This is an excellent opportunity to join a thriving business during a period of significant expansion.

In this role, you will have the chance to participate in client meetings alongside Financial Planners, providing essential support to clients.

Benefits Include:

  • Flexible working arrangements, with three days in the office
  • Continuous professional development and training opportunities
  • 28 days of annual leave plus public holidays
  • Private Medical Insurance
  • Company performance bonus
  • Assistance with professional examinations for Chartered status
  • Employer pension contribution starting at 4%, increasing to 10%

Qualifications Required for the Senior Paraplanner Role:

  • Extensive experience in a Paraplanning role with robust technical expertise
  • Minimum Level 4 Diploma qualification
  • Strong understanding of compliance regulations
  • Proficient in cashflow modeling techniques
  • Demonstrated leadership capabilities and an innovative mindset for process improvement

Next Steps:

We invite you to consider this Senior Paraplanner position. If your profile aligns with our requirements, one of our specialized consultants will reach out to discuss the opportunity in detail before proceeding with your application.