Senior Paraplanning Professional

4 weeks ago

Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Opportunity

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

About the Role

The Senior Paraplanner 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. This is a really exciting time to join the company due to the business' recent and ongoing growth.

Key Responsibilities
  • Support the Paraplanning Manager with technical cases and team improvements
  • Attend client meetings with the Planners and provide support with clients
  • Contribute to the development of the team and the business
Requirements

To be considered for the Senior Paraplanner position, you will need:

  • Several years of experience in a Paraplanning position and strong technical knowledge
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experience with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit for idea creation and implementation
What We Offer

We offer a competitive salary, hybrid working, ongoing professional development and training, 28 days holiday plus bank holiday, PMI, company bonus, support with exams if you wish to become Chartered, and 4% employer pension contribution rising up to 10%.

  • Senior Paraplanning Professional

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    1 month ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    1 month ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    1 month ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanning Professional

    1 month ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in the UK who are now looking for an experienced Senior Paraplanner to join their team.About the RoleThe Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Paraplanning Professional

    4 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Exchange Street Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our IFAs, ensuring they have the...

  • Paraplanning Professional

    4 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Exchange Street Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our IFAs, ensuring they have the...

  • Paraplanning Team Assistant

    4 weeks ago

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

    Role Overview We are seeking a highly motivated and organized individual to join our Paraplanning Team as a Paraplanning Team Assistant. This role will provide administrative support to our experienced professionals, ensuring the smooth operation of our financial planning services. Key Responsibilities Assist in the preparation of annual review meetings,...

  • Paraplanning Team Assistant

    4 weeks ago

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

    Role Overview We are seeking a highly motivated and organized individual to join our Paraplanning Team as a Paraplanning Team Assistant. This role will provide administrative support to our experienced professionals, ensuring the smooth operation of our financial planning services. Key Responsibilities Assist in the preparation of annual review meetings,...

  • Senior Paraplanner

    4 weeks ago

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

    Job Title: Senior ParaplannerHeat Recruitment is working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with...

  • Senior Paraplanner

    4 weeks ago

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

    Job Title: Senior ParaplannerHeat Recruitment is working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with...

  • Senior Financial Planning Specialist

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Financial Planning Specialist

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Financial Planning Specialist

    3 days ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and...

  • Senior Paraplanner

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Paraplanner

    4 weeks ago

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

    Senior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes,...

  • Senior Financial Planning Specialist

    4 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time £45,000 - £55,000

    Senior Paraplanner OpportunityWe are partnering with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City to find an experienced Senior Paraplanner.Key Responsibilities:Support the Paraplanning Manager in developing and implementing processes and technical cases.Contribute to team improvements and help drive...

  • Senior Financial Planning Specialist

    4 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time £45,000 - £55,000

    Senior Paraplanner OpportunityWe are partnering with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City to find an experienced Senior Paraplanner.Key Responsibilities:Support the Paraplanning Manager in developing and implementing processes and technical cases.Contribute to team improvements and help drive...

  • Senior Financial Planner

    4 weeks ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.Key ResponsibilitiesProvide high-quality paraplanning support to our...