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Senior Paraplanning Professional

2 months ago

Welwyn, United Kingdom Heat Recruitment Ltd Full time
Senior Paraplanner Opportunity

We are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.

The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.

This is a really exciting time to join the company due to the business' recent and ongoing growth.

You will have the opportunity to attend client meetings with the Planners, and providing support with clients.

Key Responsibilities:
  • Assist the Paraplanning Manager with technical cases and team improvements
  • Help with processes and workflow optimization
  • Support clients and attend client meetings
Requirements:
  • Several years of experience in a Paraplanning position
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experienced with cashflow modelling
  • Strong leadership skills, with an entrepreneurial spirit for idea creation and implementation
What's Next?

Apply today to be considered for this Senior Paraplanner opportunity.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.