Paraplanner – Award Winning IFA
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| Job Type | Permanent full-time |
| Location | Bishops Stortford |
| Area | Hertfordshire, England |
| Sector | Wealth Management |
| Salary | £47,000 + Package |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635 261 850 |
| Job Ref | ParaBishops |
| Job Views | 45 |
- Description
- Paraplanner – Award Winning IFA
Bishops Stortford | £47,000 + Package
An award-winning Independent Financial Advisory firm are looking for a highly competent and experienced individual to join their ever-expanding team in a Paraplanner capacity. The well-established and reputable company take a holistic approach to financial planning and provide impartial, objective advice to protect and enhance their clients’ wealth.
Elements of the role will involve:
- Technical Support for Advisers and other colleagues
- Preparation of Suitability Letters and Report Writing
- Producing Valuation Reports for a portfolio of HNW clients
- Attend Adviser-Client meetings
- Cash flow planning and Pension Transfer analysis
- Be mindful of, and operate within, compliance and company rules and regulations
This is a really great opportunity for an individual with several years’ worth of experience gained within an IFA setting, looking to progress within a very supportive and welcoming company. The firm provides a great environment for progression, actively supporting both their staff’s personal and professional development. They would value someone who has completed their Diploma in Financial Planning and is eager to progress onto Chartered Status.
In return they offer:
- A fun and friendly working environment
- Great remuneration and package
- The opportunity to progress with an award-winning company
For more details, please contact Briony Malden