Paraplanner

Ref: GI230907   •   £35,000 - £40,000 per annum + bonus and benefits   •   Hitchin   •   Permanent   •   Posted in Commercial

Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA and or wealth management arena...are you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firm that’s closely associated with one of the most well-known and growing wealth manager in the country…

With an enviable reputation and a coveted client base, this further expanding business is seeking to appoint a skilled and experienced Paraplanner to work closely with its Principle Partner in designing and delivering bespoke financial planning solutions and providing a first class overall service experience.

In this key Paraplanner role, you will be responsible for preparing for client meetings, writing reports, research, record keeping and collating required information, as well as maintaining compliance, helping to mitigate risk and identifying opportunities. Other duties will include, but not be limited to;

• Supporting and assisting the Principle Partner
• Diary planning and management
• Processing new business cases
• Maintaining client records
• Inheritance tax planning
• Preparing for and attending client meetings as support
• Analysis
• Report writing
• Researching and reading
• General administration
• Ad-projects

A Paraplanner with extensive experience to date and a demonstrable track record of developing and maintaining high level client relationships, you’ll be an excellent communicator and possess first class organisational skills, with the ability to stay abreast of technical and investment based updates as required.

On offer in return is a starting salary of circa £38,000 - £40,000 per annum, though negotiable upward subject to experience and background, along with a generous contributory pension, 25 days annual leave, plus statutory bank holidays, and bonus to 10%.

An excellent opportunity to secure a key Paraplanner role within the management team of this established and further expanding finance and investment business.

If you fit the above profile and would like to know more, then please forward your CV and any other details and feel free to call me, Gavin on 01908 929042 for further information or to discuss your suitability