Paraplanner

2 weeks ago

Hitchin, United Kingdom Advance Search & Selection Ltd Full time

**Paraplanner**

**Hitchin**

**Basic to £55,000 dependent on your experience and qualifications.**

We have a fantastic opportunity for a paraplanner in a financial advisory business. The company has a forward thinking approach with real traditional values; they are completely committed to helping their clients and really enjoy what they do.

**Responsibilities**
- Prepare all information, reports and notes for client meetings.
- Build close relationships with clients, becoming a key contact for them.
- Produce clear, accurate and compliant suitability reports for our clients.
- Produce regular investment review reports including performance analysis.
- Carry out research into investments and products.
- Obtain illustrations and process new business.

**Knowledge and experience**
- Good general knowledge of the products available in the wider market
- Previous experience in a holistic paraplanning role
- Comfortable with investment and product research tools.
- Accurate written work and excellent communication skills are essential.

**Advance Search & Selection Ltd**

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include Financial Advisors, Compliance, Pensions, Paraplanners, Sales Support, T&C etc.

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