Paraplanner

**Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA / financial planning arena...are you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firmthat’s closely associated with the most well-known and growing wealth manager in the country**

With an enviable reputation and a coveted client base, this further expanding business is seeking to appoint a skilled and experienced Paraplanner to work closely with its Principle Partner in designing and delivering bespoke financial planning solutionsand providing a first class overall service experience.

**I**n this key Paraplanner role, you will be responsible for preparing for client meetings, writing reports, research, record keeping and collating required information, as well as maintaining compliance, helping to mitigate risk and identifyingopportunities. Other duties will include, but not be limited to;
- Supporting and assisting the Principle 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-projects

A Paraplanner with extensive experience to date and a demonstrable track record of developing and maintaining high level client relationships, you’ll be an excellent communicator and possess first class organisational skills, with the ability to stay abreastof technical and investment based updates as required.

An excellent opportunity to secure a key Paraplanner role within the management team of this established and further expanding finance and investment business.

If you fit the above profile and would like to know more, then please forward your CV and any other details today.