Senior Paraplanner Position

2 months ago


Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

Role: We are seeking a skilled Senior Paraplanner to join our team in Welwyn Garden City. The successful candidate will be responsible for assisting the Paraplanning Manager with processes, technical cases, and team improvements.

About the Role: As a Senior Paraplanner, you will have the opportunity to work closely with Planners, attend client meetings, and provide support with clients. You will also be responsible for helping to drive business growth and development.

Key Responsibilities:

  • Assist the Paraplanning Manager with technical cases and processes
  • Collaborate with Planners to deliver high-quality services to clients
  • Provide support with clients and help to drive business growth and development
  • Maintain strong technical knowledge and compliance expertise
  • Support cashflow modelling and other technical tasks

What We Offer:

  • Hybrid working arrangement with 3 days per week in the office
  • Ongoing professional development and training
  • 28 days holiday plus bank holidays
  • PMI membership
  • Company bonus scheme
  • Support with exams to become Chartered
  • 4% employer pension contribution rising to 10%

Requirements:

  • Several years of experience in a Paraplanning position
  • Level 4 Diploma qualified as a minimum
  • Excellent compliance knowledge
  • Experience with cashflow modelling
  • Strong leadership skills with an entrepreneurial spirit


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