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Senior Paraplanning Professional

2 months ago

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

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

Key Responsibilities:
  • Support the Paraplanning Manager with processes, technical cases, and team improvements
  • Attend client meetings with 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
  • 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 arrangement with 3 days in the office
  • Ongoing professional development and training
  • 28 days holiday plus bank holidays
  • PMI company bonus and support with exams
  • 4% employer pension contribution rising to 10%