Paraplanner - Part or Fully Qualified
3 weeks ago
**Job Title: Paraplanner - Part qualified considered**
**Location - Hertford**
**Salary £35,000 - £45,000**
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 9 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, withthe primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
- Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Hertford and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using their in-house investment panel
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Knowledge of Intelliflo, Cashcalc, FE, Invu and E-Value would be beneficial
- Drafting suitability reports
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