Overview
Job Title: Paraplanner – Part qualified considered
Location – Hertford
Salary £35,000 – £45,000 + bonus
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 9 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Hertford and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Knowledge of Intelliflo, Cashcalc, FE, Invu and E-Value would be beneficial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.