Paraplanner Lvl 4

**Plus Yearly Bonus, study support & hybrid working**

My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office near Bishop Stortford. Due to an increase in Business capturedthrough recommendations and consistently high levels of customer service, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrators and the four Financial Advisers in the business. Theyare looking to hire an individual who has aspirations to become an advisor in the future and offer a heavily client facing paraplanners role.

As you gain exposure to their business and working practices you will develop good working relationships with both the inhouse team of advisors and your clients. You will already be an accomplished suitability report writer and technical researcher withexperience of helping to perform annual reviews, cash flow planning, ensuring compliance of client files and assisting with file audits.

This business is a close knit team that work collectively to ensure high levels of client satisfaction, and as employer they will appeal to those who thrive working within and supporting a team of likeminded individuals.

Ideally you’ll be diploma qualified or be actively studying to achieve your Diploma Status having already gained some exam success ( RO papers). This would be the golden opportunity to grow your client facing skills, and become the main company Paraplannerin time with the support and mentoring of the Director of the business. You will enjoy working with a very charismatic and philanthropic Director who offers a full study package, and the advantage hybrid working and a generous benefits package (Including ahealthy yearly bonus)

For further information and a confidential chat, please contact Ryan Wootten