Job Description
Hitchin, Hertfordshire
Our client is a progressive, innovative Wealth Management Financial Advice firm with years of experience in handling private wealth for their clients. They are looking for a Paraplanner. This role offers a great opportunity for the right candidate to work for a progressive, award-winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/Financial Planner community.
Due to growth, the Director is creating a brand-new role within the business for a Paraplanner. The role will be office-based with occasional days working from home.
As a paraplanner, your work will include reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor you will support. Advice will cover pensions, investments, tax planning, IHT, mortgages, and some protections for clients across the London and home counties region. They also offer advice on Wills, Trusts, and Estate planning to assist with inter-planning.
The Position - Qualified Paraplanner
* Must be diploma qualified, but will consider applicants with 1 or 2 exams outstanding
* Have at least 2 years IFA experience
Responsibilities:
* Write financial plans
* Conduct annual reviews
* Write suitability letters
* Update templates as required and after budgets
* Develop all template and client-facing materials
* Update IO with client data, emails, documents, and tasks
* Liaise with clients regarding technical replies, end-of-tax-year queries, factual information, and permissions to sell down to withdraw income and lump sums
* Transact, liaise with Nucleus and Fidelity
* Understand all platforms and their functionalities
Applicants should have prior experience working in a financial planning or wealth management firm. Support for development and further learning will be provided.
To apply and discuss this opportunity further, please send your full CV and contact details to Sam at Financial Divisions. You will receive a call to explore this role further.
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