Senior Paraplanner

5 days ago


East Anglia, United Kingdom Heat Recruitment Full time £45,000 - £55,000
About the Role

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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