Paraplanner - route to Paraplanner Manager, Near St. Albans, £35,000 - £45,000 (DOE), Hybrid

Full-Time - Career Progression

Offices near St Albans (Hertfordshire)

Full study support plus excellent benefits and hybrid working

My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire. The business has very ambitious plans to expand and grow organically and they are looking to take on a Part Qualified Paraplanner or Junior Paraplanner that is working towards their diploma with a minimum of 2 years’ experience. The firm has experienced impressive expediential growth over the last 15 years. Our client boasts a family supportive environment as well as the opportunity to progress and grow your career. They have long standing relationships with their clients and are valued members of their community.

Responsibilities include- Part Diploma Qualified Paraplanner

Taking detailed notes and then preparing comprehensive suitability reports for follow up client meetings
Conducting product research on behalf of the Advisers and making recommendations
Preparing detailed cashflow analysis to present back to the clients
Liaising with product providers and Investment specialists
Administering client files and documenting client meetings
Providing support for client meetings including scheduling meetings
Once up to speed, taking an active part in the annual client review meeting
They can provide a structured training program to help build on current technical knowledge, alongside greater direct client exposure, to help with your progression into an Adviser role at a point in the future.

My client is very open with regards to what they can offer a candidate career-wise; the firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career. They offer hybrid working and support towards Diploma Qualification.

If this Paraplanner role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.