Senior Paraplanning Professional
6 days ago
Job Overview
We are working with a highly successful Financial Services firm in the UK who are now looking for an experienced Senior Paraplanner to join their team.
Key Responsibilities
- Assist 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 and implementation of new ideas and initiatives.
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 arrangement with 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%.
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