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Senior Financial Planner

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced Paraplanner to lead our in-house team, providing expert support to our Financial Advisors and helping to drive business growth.

Key Responsibilities
  • Lead the Paraplanning team to ensure efficient and effective delivery of services
  • Manage paraplanner workloads, projects, and one-to-one meetings to support learning goals
  • Coordinate team activities, including research, report writing, and client contact
  • Develop and implement processes to improve team performance and efficiency
Requirements
  • Level 4 Diploma in Financial Advice
  • Proven experience as a Paraplanner, with a strong understanding of financial services
  • Management experience or experience as a team member in a Paraplanning team
What We Offer
  • Salary up to £60,000
  • Hybrid working arrangement
  • Exam support and professional development opportunities
  • Holiday and pension scheme
How to Apply

If you are a motivated and experienced Paraplanner looking for a new challenge, please apply below with your CV and a cover letter outlining your experience and qualifications.