Paraplanner

3 weeks ago

Hitchin, United Kingdom Candidate Source - TEAM Full time

A successful and growing Financial Practice is looking for an experienced Paraplanner to work closely with the Principal Partner on high value clients.
You will be working with the Principal Partner in designing and delivering bespoke financial planning solutions and providing a first class overall service experience.
**As Paraplanner, your responsibilities will include**:

- Supporting and assisting the Principal Partner
- Diary planning and management
- Processing new business cases
- Maintaining client records
- Preparing for and attending client meetings as support
- Analysis
- Report writing
- Researching and reading
- General administration
- Ad-hoc projects

This is an excellent opportunity to secure a key Paraplanner role within the management team of this established and further expanding finance and investment business.
Please note that this is an office-based role in Hitchin so commuting to the office daily is essential.

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