Financial Planning Assistant/Paraplanner
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| Job Type | Permanent full-time |
| Area | Hertfordshire, England |
| Sector | Financial Advisory |
| Start Date | |
| Advertiser | Richard Garbett |
| Job Ref | 00013 |
| Job Views | 220 |
- Description
- Financial Planning Assistant/Paraplanner Stevenage | Salary: £28,000-£35,000 + package An Independent Financial Advisory firm are looking for a highly competent individual to join their ever-expanding team in a Financial Planning Assistant/Paraplanner role. The well-established, yet small company, are committed to providing holistic Financial Planning advice for both Private and Corporate Clients. Elements of the role will involve: •Preparation of Suitability Letters and Report Writing •Conducting research and updating Leads information •Working closely with the Financial Planners, providing all aspects of technical support within the Wealth Management team •Leasing with Clients and third parties, maintaining trust and developing positive relationships •Accompany consultants on client visits, if required •Be mindful of, and operate within, compliance and company rules and regulations This is a really great opportunity for an individual with prior experience gained within an IFA environment, looking to progress within a small, but very supportive company. The firm provides a great environment and culture with many of their staff having been with them for many years. Able to work independently with a real ‘can-do’ attitude, the company is willing to provide support for further professional qualifications. They would ideally like someone who is working towards/completed their Diploma in Financial Planning, although not essential. For more details, please contact Briony Malden