Senior Paraplanner
Heat Recruitment
6d ago

Are you an experienced Paraplanner looking for a step up? Are you a Senior Paraplanner looking for a new opportunity?

A client of ours based in Croydon is looking for a Senior Paraplanner to join their team at a time of growth. This is a great opportunity within a firm that prides itself on providing a forward thinking, intelligent client experience.

Full study support alongside Learning and Development programs are provided to employees in order to harness personal development within the role and to harness an enjoyable work environment for all.

Senior Paraplanner Responsibilities :

  • Producing suitability reports, fact finds and research
  • Working to FCA Regulation standard
  • Harness quality client relationships
  • Ensuring client data and information is accurate and up to date
  • Supporting senior consultants and planners
  • Mentorship and training to junior members of the team
  • Desirable Experience :

  • Previous experience in a Paraplanner role
  • Level 4 Diploma qualified and working towards Level 6 (Chartererd) is desirable
  • Confidence in writing suitability reports
  • High level of technical knowledge and experience
  • Pension Experience
  • Experience in working with external software / tools such as FE Analytics, SelectaPension, Intelligent Office
  • Additional Benefits :

  • Season ticket loans for travel
  • Regular social events
  • Learning and development plans
  • Flexible working
  • Apply today to be considered for this 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.

    In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

    Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

    Synonyms : Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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