Senior Paraplanner
5 days ago
We are seeking a highly skilled Senior Paraplanner to join our team at Heat Recruitment. As a key member of our financial planning team, you will be responsible for providing technical support and guidance to our financial planners, ensuring the delivery of high-quality financial planning services to our clients.
Key Responsibilities:
- Provide technical support and guidance to financial planners on complex financial planning cases
- Develop and maintain strong relationships with clients and internal stakeholders
- Contribute to the development of new business opportunities and revenue growth
- Stay up-to-date with industry developments and best practices in financial planning
Requirements:
- Several years of experience in a paraplanning role, with a strong technical knowledge of financial planning
- Level 4 Diploma qualified as a minimum
- Excellent compliance knowledge and experience with cashflow modelling
- Strong leadership skills and an entrepreneurial spirit for idea creation and implementation
What We Offer:
- A competitive salary and benefits package
- Ongoing professional development and training opportunities
- A dynamic and supportive team environment
- The opportunity to work with a leading financial planning practice
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