Paraplanner - Hertford

2 months ago

Hertford, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice based in Hertford who are looking for a Level 4 Paraplanner to join their team.

They are looking to recruit a paraplanner, preferably Level 4 qualified or working towards that. Experience is the key.

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

- 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 at their office in Hertford, although following lockdown, all of the staff currently work from home one day a week. The role would entail:

- 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 would be beneficial
- Drafting suitability reports (templates are provided by Threesixty)
- Liaising with product providers and dealing with general administration

Auto enrolment pension with 3% employer contribution

25 days holiday **plus** bank holidays **and** the office is generally closed over the Christmas holidays

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