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Senior Paraplanning Professional

2 months 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
  • Several years of experience in a Paraplanning position and 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%

If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.