Senior Paraplanning Professional

3 days ago

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

Role: Senior Paraplanning Professional

Location: Hybrid

Salary: Circa £45,000 - £55,000 - open depending on experience

We are working with a highly successful Financial Services firm who are now looking for an experienced Senior Paraplanning Professional to join their team.

The Senior Paraplanning Professional 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.

Benefits:

  • Hybrid working, 3 days a week in the office
  • Ongoing professional development and training
  • 28 days holiday plus bank holiday
  • PMI
  • Company bonus
  • Support with exams if you wish to become Chartered
  • 4% employer pension contribution rising up to 10%.

What's needed to be considered for the Senior Paraplanning Professional position?

  • Several years of experience in a Paraplanning position & strong technical knowledge
  • 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 Paraplanning Professional 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.

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