The Role
The primary focus of this role is paraplanning, producing high-quality, compliant suitability reports with particular emphasis on pension transfer cases and supporting the financial planners with their client work.
There is also a secondary element working alongside the wealth management team on the investment side of the business. This is a real opportunity to broaden your horizons and develop expertise across both financial planning and investment management.
Key Responsibilities
* Produce high-quality, compliant suitability reports, with a particular focus on pension transfers
* Support the financial planners with client meeting preparation, including cashflow modelling and scenario planning
* Maintain accurate and compliant client records in line with FCA standards
* Assist the wealth management team with portfolio reviews and ongoing investment management
* Provide general paraplanning and administrative support across the team
* Contribute to the broader investment side of the business as your experience develops
Essential Experience (the must-haves)
* Proven experience writing suitability reports to a high standard
* Solid pension transfer experience
Formal paraplanning qualifications are a nice to have rather than essential.
What\'s on Offer
* Salary of £35,000 to £40,000 depending on experience
* 5 weeks' holiday per year
* Fully funded training, qualifications and personal development
* An active social calendar and a warm, supportive team culture
* The chance to work in a great firm that\'s genuinely central to the Hitchin community
Why Apply?
This is a rare opportunity to join a firm that truly values its people, invests in their development, and gives them room to grow. If you\'ve got strong suitability reporting and pension transfer experience and you\'re looking for a role that will broaden your horizons across financial planning and investments, this is well worth a closer look.
#J-18808-Ljbffr