Job Description
Full-Time - Career Progression - Hybrid Working
Salary: £35,000 - £40,000 (Depending on Experience)
Full study support plus excellent benefits and hybrid working
My client, based in St Albans, is a well-established independent financial advice business with a reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire. The business has ambitious plans for organic growth and is looking to hire either a Fully Diploma Qualified Paraplanner or a Junior Paraplanner working towards their diploma.
The firm has experienced impressive growth over the last 15 years and offers a family-oriented environment with opportunities for career progression. They maintain long-standing client relationships and are valued members of their community. Working closely with Pension Specialists and Financial Planners, knowledge of pensions and drawdown contracts is desirable but not essential. If you are studying or have achieved a Diploma in Financial Planning, this could be the perfect role for you.
Responsibilities include:
1. Attending client meetings with Advisers
2. Taking detailed notes and preparing comprehensive suitability reports
3. Conducting product research and making recommendations
4. Preparing detailed cashflow analyses for clients
5. Liaising with product providers and investment specialists
6. Administering client files and documenting meetings
7. Supporting client meetings, including scheduling
8. Participating in annual client review meetings after training
Our client provides a structured training program to develop technical knowledge and client exposure, supporting your progression into an Adviser role. Many Junior Paraplanners have been promoted to Paraplanner roles, making this a proven career path.
The firm is growing through recommendations and referrals, offering significant career potential. They provide 3 days in the office and 2 days working from home after probation, along with excellent benefits, including a wellbeing suite, and a clear career progression for ambitious candidates.
If this Junior Paraplanner role interests you or if you're considering other roles, please contact Sam Negbenebor at Financial Divisions for more details.
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