Paraplanning Specialist

2 weeks ago

Welwyn, United Kingdom Heat Recruitment Ltd Full time

**Job Title:** Senior Paraplanner

**Company Overview:** 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.

**Estimated Salary Range:** £50,000 - £65,000 per annum

**Job Description:** As a Senior Paraplanner, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements. You will also have the opportunity to attend client meetings with the Planners and provide support with clients.

**Required Skills and Qualifications:** To be considered for this position, you should have several years of experience in a Paraplanning role, strong technical knowledge, and a Level 4 Diploma qualification as a minimum. Additionally, you should have excellent compliance knowledge, experience with cashflow modelling, and strong leadership skills.

**Benefits:** The company offers a range of benefits, including hybrid working, ongoing professional development and training, 28 days holiday plus bank holidays, PMI, company bonus, support with exams if desired, and a 4% employer pension contribution rising up to 10%.

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