Paraplanner - Hertford

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 n Hertford and they allow Home remote working 1 day a week, and the role involves the following:

- 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 Microsoft Word, Excel and Outlook is crucial
- Knowledge of Intelliflo, Cashcalc, FE, Invu and E-Value software packages/systems would be beneficial
- Drafting suitability reports (templates are provided by Threesixty)
- Liaising with product providers and dealing with general administration
- Basic salary c. £40,000 plusdepending on experience and qualifications and they offer a bonus
- Auto enrolment pension with 3% employer contribution
- 25 days holiday plus bank holidays and the office is generally closed over the Christmas holidays
- A summer and Christmas party and occasional lunches are usual additional perks

The paraplanner must have the full Diploma

This is a great opportunity for a skilled paraplanner in the Hertford Area.