Paraplanner Support Specialist
6 days ago
We are looking for an experienced Paraplanner Support Specialist to join our team based in Harpenden.
About the RoleThis is a full-time hybrid working role that requires supporting and working alongside one of our most senior financial advisers. The successful candidate will have the opportunity to transition into a financial advisor role over time.
Key ResponsibilitiesSome of the key responsibilities of this role include:
- Technical report writing and cash flow forecast generation.
- Assisting in creating and implementing client financial plans.
- Conducting product research and building relationships with fund management companies.
- Obtaining product key features using internal systems and software.
- Liaising with product and investment providers.
- Updating and utilizing back-office systems.
The ideal candidate should have a strong understanding of financial planning concepts and be proficient in Microsoft Office Suite, Iress, and other relevant software. They should also have at least 3 RO papers passed and 2 years of experience in report writing.
Benefits- Company pension
- Flexitime
- Life insurance
- On-site parking
- Wellness programme
- Work from home
The estimated salary for this position is £40k - £60k per annum.
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