Paraplanner (12 month Fixed Term Contract)

Our client is a Chartered Independent Financial Planning firm who advise HNW clients. They are looking for an experienced Paraplanner to join them for an initial 12 month contract to provide some support and cover for other members of the team who are engaged on other projects currently.

Essential Requirements:

• Level 4 qualified (CII/CISI/LIBF).
• Experience of FE Analytics and iO.
• Experience with complex cases ie. offshore bonds, IHT, Business Relief etc.
• Enough experience and technical knowledge to feel confident to hit the ground running

This is a great opportunity to support a small team of HNW Chartered Financial Planners, working with clients who typically have £1-3m of investible assets, and above. This is a full-time hybrid role with 2-3 days a week in the Hertfordshire office.