Lead Paraplanner

3 weeks ago


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

Position: Senior Paraplanner

Location: Welwyn Garden City (Hybrid)

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

Heat Recruitment is collaborating with a prominent Financial Advisory and Investment Management firm in Welwyn Garden City, seeking a seasoned Senior Paraplanner to enhance their team.

The Senior Paraplanner will play a pivotal role within the organization, assisting the Paraplanning Manager with procedural enhancements, technical case assessments, and overall team development. This is an exciting opportunity to join a firm experiencing significant growth.

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

Benefits Include:

  • Hybrid working model, with three days in the office
  • Continuous professional development and training opportunities
  • 28 days of annual leave plus bank holidays
  • Private Medical Insurance
  • Company performance bonus
  • Support for professional examinations towards 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
  • Demonstrated leadership abilities with a proactive approach to idea generation and execution

Next Steps:

If you meet the qualifications for the Senior Paraplanner position, we encourage you to reach out for further discussion regarding this opportunity.


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