Lead Paraplanner
3 weeks ago
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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