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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 seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. This is a fantastic opportunity for a skilled professional to take on a key role in our Financial Planning and Investment Management practice.

About the Role

The Senior Paraplanner will be responsible for supporting the Paraplanning Manager with technical cases, processes, and team improvements. This is an exciting time to join the company due to its recent and ongoing growth.

Key Responsibilities
  • Support the Paraplanning Manager with technical cases and processes
  • Contribute to team improvements and growth
  • Attend client meetings and provide support
Requirements
  • Several years of experience in a Paraplanning position
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experienced with cashflow modelling
  • Strong leadership skills and entrepreneurial spirit
What We Offer
  • Hybrid working arrangement
  • Ongoing professional development and training
  • Competitive salary and benefits package
  • Support with exams for Chartered status

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.