Home
Weybridge
Senior Paraplanner

Senior Paraplanner

Heat Recruitment

Posted 16 hours ago, valid for 11 days

Weybridge, Surrey KT130BZ

£48,000 - £57,600 per annum

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

The Senior Paraplanner role is based in Weybridge and offers a salary of circa £50,000 - £60,000, negotiable based on experience.
The position requires several years of experience in paraplanning and a minimum of Level 4 Diploma qualification.
Key responsibilities include assisting the Paraplanning Manager with processes, technical cases, and team improvements, along with attending client meetings.
The company offers benefits such as hybrid working, ongoing professional development, generous annual leave, private medical insurance, and support for becoming Chartered.
The ideal candidate should possess strong compliance knowledge, experience with cashflow modeling, and strong leadership skills.

Role: Senior ParaplannerLocation: Weybridge (Hybrid)Salary: Circa £50,000 - £60,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in Weybridge 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
Generous annual leave allowance
PMI
Company bonus
Support with exams if you wish to become Chartered .

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 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

Apply now in a few quick clicks