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Financial Planning Specialist

2 months ago

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

Financial Planning and Investment Management Practice

**Role:** Senior Paraplanning Manager

**Location:** Hybrid, 3 days a week in the office

**Salary:** Circa £45,000 - £55,000, open depending on experience

We are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanning Manager to join the team.

The Senior Paraplanning Manager will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.

**Key Responsibilities:**

* Assist the Paraplanning Manager with technical cases and team improvements

* Develop and implement processes to improve team efficiency

* Collaborate with the team to achieve business objectives

**Requirements:**

* Several years of experience in a Paraplanning position

* Strong technical knowledge and Level 4 Diploma qualification

* Excellent compliance knowledge and experience with cashflow modelling

* Strong leadership skills and entrepreneurial spirit

**What We Offer:**

* Hybrid working, 3 days a week in the office

* Ongoing professional development and training

* 28 days holiday plus bank holiday

* PMI

* Company bonus

* Support with exams if you wish to become Chartered

* 4% employer pension contribution rising up to 10%