Paraplanner

4 weeks ago

Hertford, United Kingdom Synchronicity Group Full time

We are currently working with a leading National Wealth Manager in Hertfordshire who through demand are looking to expand their paraplanning team.

They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent retirees. They offer a full range of planning services including Investment, Pension, Tax-efficient solutions, IHT, andProtection.

To be considered for the position you must have some Paraplanning experience within an IFA or Financial Planning business carrying out proper financial planning research and report writing. Being Level 4 Diploma qualified is a minimum and its a bonus ifyou are Chartered or working towards.

They are looking to be competitive on salary for the right person depending on experience and qualifications and are open to flexible working and how that would look.

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