Paraplanner

I am recruiting for a Paraplanner to join an established and great company based in the heart of Hertford

They are involved in holistic financial planning with the primary areas being:

- Savings & Investments
- Pension Planning pre and post retirement
- Trusts and IHT/Estate Planning
- Group Personal Pensions and Group Risk Benefits

What you will do as a Paraplanner:

- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using our in-house investment panel and that provided by our compliance support company, Threesixty Services
- Proficiency with FE Analytics, Microsoft Word, Excel and Outlook
- Familiarity of the Prudential, Aviva, Quilter and Standard Life Wrap would be an advantage.
- A working knowledge of Cashcalc, Invu and E-Value would be beneficial.
- Drafting detailed suitability reports (templates are provided by Threesixty)
- Liaising with product providers and dealing with general administration issues
- knowledge Intelliflo would be an advantage.

In return:

- Circa 40K
- End of year company bonus (discretionary)
- Hybrid working - 1 or 2 days from home
- Friendly and welcoming office and environment
- 25 days holiday + BH
- Various social events throughout the year
- Pension

For a confidential chat please reach out to Emma Eaglen