Job Information

Paraplanner required for highly successful Wealth Managers

£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