We are currently representing an independent chartered financial planner that offers private and corporate financial advice to a range of clients that are local to their office in Hertfordshire. Their support team requires an experienced paraplanner to join them to assist with providing the essential care required to maintain a healthy client relationship.
Whilst the paraplanner is not required to be diploma qualified, it is necessary for the successful candidate to hit the ground running therefore, they are looking for candidates that are incredibly experienced having worked in a similar role previously and part qualified working towards actively working towards the diploma.
The role will see the successful candidate support to two financial advisers, alongside one client services administrator. The financial planners provide advice on all areas of financial planning so the paraplanner will need to be well versed on all areas to enable them to fully support the adviser and their clients. You will need to have a broad and in-depth knowledge of pension and retirement planning, investments, IHT and estate planning and protection. The role holder will carry out intensive research and prepare full recommendation reports.
In return, the candidate will receive a competitive salary in line with qualifications and capabilities, bonus, pension scheme, DIS, IP and exam support if required, plus a whole host of other benefits.
If you would like to apply for this position, please contact Louise Sheppard at Recruit UK Ltd on 0117-9450-450.