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Welwyn, Hertfordshire
Senior Paraplanner

Senior Paraplanner

Heat Recruitment

Posted 13 hours ago, valid for 5 days

Welwyn, Hertfordshire AL6 9ET, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

The role of Senior Paraplanner is available in Welwyn Garden City with a salary range of circa £45,000 to £55,000, depending on experience.
The position requires several years of experience in a Paraplanning role along with a minimum of Level 4 Diploma qualification.
Key responsibilities include assisting the Paraplanning Manager with processes, technical cases, and team improvements.
The role offers hybrid working, ongoing professional development, and various benefits including 28 days holiday and a company bonus.
Candidates should possess strong technical knowledge, compliance expertise, and leadership skills to excel in this position.

Role: Senior ParaplannerLocation: Welwyn Garden City (Hybrid)Salary: Circa £45,000 - £55,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City 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 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 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
Strong leadership skills, with an entrepreneurial spirit for idea creation and implementation

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, Mentor, Financial Planning, Paraplanner, Para planning, Paraplanning

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