Synchronicity Group
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Paraplanner £30,000 - £40,000 basic plus benefits & bonus St Albans, Hertfordshire

I am currently working exclusively with an established IFA based in the heart of Hertfordshire recruiting for an experienced Paraplanner to join the team.

With company expansion and internal promotions an opportunity has arisen to join the company within a team of Paraplanners and to work closely with one particular Financial Adviser providing holistic advice.

The position will be cradle to grave Paraplanning including client research, writing suitability reports, dealing with client queries and attending client meetings. They work solely with HNW clients providing true holistic advice so exposure HNW clients & complex cases would be advantageous. The company is whole of market so if you have whole of market exposure this would be great but not essential.

This role will offer brilliant career prospects and my client will look to provide the opportunity to become an Adviser if this is the career path you chose to follow.

To be considered for this role you will need at least two years’ experience working as a Paraplanner which must include writing suitability reports. Ideally you will be Diploma qualified however my client would consider people that are near to completing their Level 4 Diploma for the right person.

The role would look to pay a competitive basic salary of up to £40,000 plus bonus & benefits.

If this role is of interest and you have the relevant skills & experience then please look to apply by sending your CV through or please call for more information.