Senior Financial Planning Specialist

1 month ago


Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Role

We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment Ltd. The successful candidate will be responsible for assisting the Paraplanning Manager with processes, technical cases, and team improvements.

Key Responsibilities:
  1. Assist the Paraplanning Manager with process improvements and technical case management
  2. Develop and maintain strong technical knowledge and skills
  3. Provide leadership and support to the team
  4. Contribute to the development of the team's compliance knowledge
Requirements:
  1. Several years of experience in a Paraplanning position
  2. Level 4 Diploma qualification as a minimum
  3. Excellent compliance knowledge
  4. Experience with cashflow modelling
  5. Strong leadership skills and entrepreneurial spirit
What's Next?

The successful candidate will be a key hire for the business and will play a crucial role in the team's success.



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