Paraplanner - Financial Services

4 weeks ago


Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Paraplanner Job Description

We are seeking a skilled Paraplanner to join our Wealth Management team in Berkhamsted. As a Paraplanner, you will provide administrative and technical support to our advisers and senior managers, ensuring a positive experience for our clients.

Key Responsibilities:
  • Provide high-quality administrative support to our advisers and senior managers.
  • Assist in the development of financial plans and reports.
  • Collaborate with our team to ensure compliance with regulatory standards.
  • Communicate effectively with clients and providers.
  • Contribute to the growth and success of our Wealth Management team.
Requirements:
  • GCSE English & Maths grade C or above.
  • Word & Excel intermediary skills.
  • Level 4 Diploma in Financial Services or equivalent.
  • 1-2 years' experience in a financial services setting, preferably an IFA.
  • Excellent report writing skills.
Benefits:
  • 25 days' holiday.
  • Holiday Purchase Scheme.
  • Life cover 3x salary.
  • Pension.
  • Hybrid working pattern.

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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