Senior Paraplanning Professional

2 months ago


Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Opportunity

We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join their team.

Key Responsibilities:
  • Support the Paraplanning Manager with processes, technical cases, and overall team improvements
  • Attend client meetings with the Planners and provide support with clients
  • Contribute to the development of the team and the business
Requirements:
  • Several years of experience in a Paraplanning position with strong technical knowledge
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experienced with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit for idea creation and implementation
What We Offer:
  • Hybrid working, 3 days a week in the office
  • Ongoing professional development and training
  • Generous annual leave allowance
  • PMI
  • Company bonus
  • Support with exams if you wish to become Chartered

If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.



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