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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 key hire for our client, a highly successful Financial Planning and Investment Management practice in Welwyn Garden City.

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

Key responsibilities include:

  • Providing technical support to the Paraplanning Manager
  • Assisting with client meetings and providing support with clients
  • Contributing to team improvements and process development

Requirements:

  • Several years of experience in a Paraplanning position with strong technical knowledge
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experience with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit

Benefits include:

  • Hybrid working arrangement with 3 days per week in the office
  • Ongoing professional development and training
  • 28 days holiday plus bank holiday
  • PMI
  • Company bonus
  • Support with exams for Chartered status
  • 4% employer pension contribution rising to 10%

Apply today to be considered for this exciting opportunity.