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Senior Paraplanner

Heat Recruitment
Posted 6 hours ago, valid for 13 days
Location

Bedford, Bedfordshire MK40 4LU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent opportunity is available for an experienced Senior Paraplanner to join a well-established Financial Services Practice in Bedford.
  • The salary for this position ranges from £45,000 to £48,000, with hybrid working options after a probation period.
  • Candidates should have a Level 4 Diploma and previous experience in a Financial Services Practice, ideally with knowledge of the Intelligent Office back office system.
  • This role involves direct exposure to client meetings and the chance to mentor a junior team member in the future.
  • The company is focused on growth and implementing the latest technology, including Financial Planning Artificial Intelligence.

Senior Paraplanner Opportunity - BedfordSalary: £45,000 - £48,000Parking available, hybrid working 3 days a week in the office after probation periodAn excellent opportunity is available for an experienced Senior Paraplanner to join a well-established and busy Financial Services Practice in Bedford. This growing firm has built a strong reputation in the industry, offering highly personalised financial planning and investment management services with a client-centric approach.This is a key position within the business, working closely with the Managing Director and three Financial Advisers. You will have the chance to sit in on client meetings and be involved in the full financial planning process as a key support to the Advisers.The company are aiming to stay up to date by implementing the latest technology including utilizing Financial Planning Artificial Intelligence. They are on a growth trajectory with additional hires planned across the year.What’s on Offer?Salary: £45,000 - £48,000Exam SupportHybrid Working (after probation)Parking Provided25 Days Annual Leave (+ Bank Holidays)Direct exposure to client meetings and mentorship from the MDOpportunity to train a Junior person in due courseRole RequirementsTo be considered for this Senior Paraplanner role, you should have:

  • Level 4 Diploma Qualified
  • Previous experience within a Financial Services Practice
  • Ideally experience using Intelligent Office back office system, or similar
  • Strong analytical skills and experience with Cash Flow Planning

What’s Next?Apply today to be considered for this Paraplanner position. If suitable, one of our specialist consultants will reach out to discuss the opportunity in more detail before submitting your CV. During this conversation, we’ll also explore any additional opportunities that match your skills and career goals.#LI-AW1

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.