Job Information

Paraplanner Required In Growth Company

£40k - £45k + Bonus Depending On Experience

Ideally Level 4 Qualified, Hertfordshire

Our clients are associated with the most well-known, most respected and fastest-growing firm in the Financial Services sector in the country. They have a career opportunity for a self-motivated and commercially minded Paraplanner with a can-do attitude.

• You are at least Level 4 Diploma qualified or working towards this
• You want to work with a company that will support your ongoing development including study support
• You are looking to move into a role that focuses on utilizing, and building upon your existing high-level technical skills as well as fostering strong client relationships
• You want to work closely with a tight knit team that provides ongoing support for our advisers and clients
• You are looking for an opportunity where you can deploy your skills in the preparation of complex suitability letters, replacement cases, fund switches, withdrawals etc.
• You like to carry out compliant and detailed research and technical analysis to support advice given by the Financial Planners
• You get satisfaction from working directly with clients as you process their cases and keep them updated on progress
• You like to work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance
• You enjoy working in a sales driven culture and get excited at the idea of helping advisers win business
• You understand the need to have a high degree of accuracy and attention to detail in both your written and numerical work
• You like working in an energetic team and are happy to lend a hand to colleagues when required