Financial Planning Specialist

3 weeks ago


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

We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment Ltd. The successful candidate will be responsible for assisting the Paraplanning Manager with technical cases, process improvements, and team development.

Key Responsibilities:
  1. Provide technical support to the Paraplanning Manager and team members
  2. Contribute to the development and implementation of process improvements
  3. Assist with the preparation of technical cases and reports
  4. Collaborate with the team to achieve business objectives
Requirements:
  1. Several years of experience in a Paraplanning position with strong technical knowledge
  2. Level 4 Diploma qualification as a minimum
  3. Excellent compliance knowledge and experience with cashflow modelling
  4. Strong leadership skills and entrepreneurial spirit
What We Offer:
  1. Hybrid working arrangement with 3 days in the office
  2. Ongoing professional development and training opportunities
  3. Generous annual leave allowance and company bonus
  4. Support with exams to become Chartered


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