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Financial Planning Specialist

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time
Senior Paraplanner Opportunity

We are partnering with a leading Financial Planning and Investment Management practice to find an experienced Senior Paraplanner to join their team in Welwyn Garden City.

The successful candidate will be responsible for supporting the Paraplanning Manager in developing processes, managing technical cases, and driving team improvements.

Key Responsibilities:

  • Collaborate with the Paraplanning Manager to enhance team efficiency and productivity
  • Manage complex technical cases, ensuring high-quality outcomes
  • Contribute to the development of innovative solutions and best practices
  • Provide guidance and support to junior team members

Requirements:

  • Minimum Level 4 Diploma in Paraplanning or equivalent
  • Proven experience in a Paraplanning role, with a strong technical knowledge base
  • Excellent compliance knowledge and cashflow modeling skills
  • Strong leadership skills, with an entrepreneurial spirit

What We Offer:

  • Hybrid working arrangement, with 3 days per week in the office
  • Ongoing professional development and training opportunities
  • Competitive salary, with a company bonus scheme
  • Support with exams and professional certifications
  • 4% employer pension contribution, rising to 10%