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Paraplanner (Report Writing Experience)

4 weeks ago

Harpenden, United Kingdom Financial Divisions Full time

**plus hybrid working and great company benefits**

My client, a very well-established Hertfordshire based wealth management firm are looking to strengthen their Paraplanning team with a technically strong individual with strong Report writing skills with either the CII Level 4 Diploma or almost completed.
Opportunity Highlights
**Opportunity to support a high billing adviser.
**Working with Private Clients, their families, accumulators, and retirees
**Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client’s financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
**Great opportunity to broaden your technical knowledge
**Strong report writing skills required
**Ideally you will have passed a minimum of 3 RO exams
**Excellent study support and mentoring structure
**Opportunity to leave paraplanning at a later date if desired
**Once established the role will become hybrid with the occasional visit to the office.

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