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Senior Paraplanning Professional

2 months ago

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

Job Summary:

We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment. As a key hire for our business, you will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.

About the Role:

The Senior Paraplanner will be a key member of our team, responsible for providing technical support and guidance to our clients. You will have the opportunity to attend client meetings with our Planners and provide support with clients.

Key Responsibilities:

  • Provide technical support and guidance to clients and internal teams
  • Assist the Paraplanning Manager with processes and technical cases
  • Contribute to overall team improvements and development
  • Attend client meetings and provide support with clients

Requirements:

  • Several years of experience in a Paraplanning position
  • Strong technical knowledge and Level 4 Diploma qualification
  • Excellent compliance knowledge and experience with cashflow modelling
  • Strong leadership skills and entrepreneurial spirit

What We Offer:

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