Job Description
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 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 company has ambitious plans for organic growth and is looking to hire a Part Qualified Paraplanner or Junior Paraplanner working towards their diploma, with a minimum of 2 years’ experience.
The firm has experienced significant growth over the last 15 years and offers a family-supportive environment with opportunities for career progression. They maintain long-standing client relationships and are valued members of their community.
Responsibilities
1. Part Diploma Qualified Paraplanner
2. Taking detailed notes and preparing comprehensive suitability reports for follow-up client meetings
3. Conducting product research on behalf of Advisers and making recommendations
4. Preparing detailed cash flow 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 once trained
The company offers a structured training program to enhance technical knowledge and provide greater client exposure, supporting your progression into an Adviser role in the future. They are flexible regarding career development opportunities and support hybrid working and Diploma qualification.
If this Paraplanner role interests you or if you're exploring other opportunities, please contact Sam Negbenebor at Financial Divisions for more details.
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