Financial Planning Specialist

1 day ago

Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Paraplanner to Advisor Opportunity

Join a professional Award-winning Financial Advice firm with years' experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to 150m+.

This role offers a great opportunity for the right candidate to come and work for a progressive, award-winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/ Financial Planner community.

Due to growth, the Director is creating a brand-new role within the business for a Paraplanner. The role will be office-based with the occasional days working from home.

As a paraplanner, your work will consist of reporting on portfolio performance, analysing market offerings, services, and products, and administering and actioning any advice given by the advisor that you will be supporting. Advice will cover pensions, investments, tax planning, IHT, mortgages, and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts, and Estate planning to help with inter-generational planning.

The Position
  • Must be diploma qualified, but will consider applicants with a 1 or 2 exams outstanding
  • Have at least 3 years IFA experience

Responsibilities:

  • Write financial plans
  • Write annual reviews
  • Write suitability letters
  • Update templates as required and after Budgets
  • Developing all template and client-facing materials
  • Updating IO with client data, emails, docs, and tasks
  • Client – liaise with clients regarding technical replies, end-of-tax-year queries, factual information, getting permission to sell down to withdraw income and lump sums
  • Transact, Nucleus, and Fidelity key liaison
  • Understand all platforms and how they work

Applicants for this role should have prior experience of working in a financial planning or wealth management firm. You will be supported through your development with financial contributions towards further learning.

To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to the relevant email address, and you will receive a phone call to explore this role further.

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