Career Paraplanner

7 days ago

Hitchin, United Kingdom Financial Divisions Full time

**plus hybrid working and great company benefits**

My client, a very well-established Hertfordshire based wealth management firm are looking to strengthen their Paraplanning team with a technically strong individual with strong Report writing skills on the way to achieving the CII Level 4 Diploma.

**Opportunity Highlights**
- Opportunity to support a high billing adviser.
- Working with Private Clients, their families, accumulators, and retirees
- Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client’s financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
- Great opportunity to broaden your technical knowledge
- Strong report writing skills required
- Ideally you will have passed a minimum of 3 RO exams
- Excellent study support and mentoring structure
- Opportunity to leave paraplanning at a later date if desired
- Once established the role will become hybrid with the occasional visit to the office.

  • Paraplanner

    2 weeks ago

    Hitchin, United Kingdom Successionwealth Full time

    Paraplanner Hybrid working - home working blended with office working from our Hitchin (Hertfordshire) office base Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients....

  • Junior Paraplanner – IFA Firm, Hitchin, £27,000 – £32,000

    3 weeks ago

    Hitchin, United Kingdom Financial Divisions Full time

    Location: Hitchin OfficeType: Full-Time, PermanentMy client, a well-established and growing Independent Financial Adviser firm based in Hitchin, is seeking a motivated Junior Paraplanner to join their supportive and collaborative team.This is an excellent opportunity for an individual early in their paraplanning career who is eager to develop their technical...

  • Mortgage Adviser – Wealth Management Firm

    3 weeks ago

    Hitchin, United Kingdom Financial Divisions Full time

    office-based / hybrid flexibilityQualifications: CeMAP (essential)Are you a qualified Mortgage Adviser looking to join a respected and growing wealth management firm with an excellent client reputation? This is a fantastic opportunity to work within a supportive, professional environment where you’ll have access to high-quality leads, holistic financial...

  • Client Services Administrator

    1 week ago

    Hitchin, United Kingdom Tandem Financial Full time

    Client Services Administrator required. Successful financial planning practice based in lovely offices near Hitchin. Full-time preferred, part-time considered. Any background considered - it's your organisational skills and people skills that we are after.We will train you in the rest! Are you the super organised, upbeat team player we are looking for to...