Paraplanner

Heat Recruitment

Posted 25 days ago, valid for 10 days

Bishop's Stortford, Essex CM22 7DG, England

£25,000 - £35,000 per annum

Full Time

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Sonic Summary

Salary: £40,000 - £50,000
Experience required: Several years in a Paraplanning position
The job is for a Senior Paraplanner at a Financial Planning and Investment Management practice near Bishops Stortford
Responsibilities include assisting the SLT with processes, technical cases, and team improvements
Benefits include flexible hours, professional development, free onsite parking, and progression opportunities within the company

Technical Paraplanner£40,000 - £50,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT 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 to clients.Benefits:

Flexible hours, standard are 9am - 5pm
Ongoing professional development and training
Free onsite parking
Support with exams to CII Level 4 and then Chartered
28 days holiday
Pension: 5% ee & 5% er
Discretionary bonus
After the probation period: DIS x 8, a group PHI scheme, some home based working and PMI
Progression within the company

What’s needed to be considered for this Senior Paraplanner 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
A positive, client-centric individual

What's next?

Apply today to be considered for this Senior Paraplanner 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.

Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning

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