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Salary:£35,000 - £45,000 per annum
Location:Berkhamsted (Hybrid working)
Hours:Full-Time, hours per week, Mon - Fri, 9:00am - 5:30pm
We’re looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted.
If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training.
Key Responsibilities:
* DraftSuitability Reports(New Money, Fund Switches, Pension Transfers, etc.)
* Conductfinancial product researchusing tools like FE Analytics, Cashcalc, and Defaqto
* Managenew business submissionsand complete data entry tasks
* Preparemeeting documentationand assist advisers in client communications
* Act as a point of contact forclients and providerswhen advisers are unavailable
* Ensure adherence tocompliance standardsin all activities
The Ideal Candidate Will Have:
* 2+ years' experience as a Paraplanner or in a similar role within thefinancial servicessector
* GCSE English & Maths(Grade C or above)
* Strong skills inMicrosoft Office(Excel, Word, PowerPoint, Outlook)
* Excellentcommunication skills(both written and verbal)
* Strongattention to detailand organisational skills
* Ability to analyse and interpretnumerical data
* CII Level 4 Diplomaor working towards it (R01-R06)
* Familiarity withXPlan,Intelligent Office, or similar CRM systems
* Experience in anIFAenvironment
Why Work With Us?
* Hybrid working- 3 days in the office, 2 days from home after training
* Competitive salarybetween £35,000 - £45,000 (depending on experience)
* Generous benefits packageincluding: 25 days holiday(plus bank holidays)Life Cover(3x salary)Pension Scheme(with salary exchange)Holiday Purchase SchemeEmployee Assistance ProgrammeStudy supportfor Level 4 DiplomaStaff Referral Scheme
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