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Paraplanner - Financial Services - Harpenden

Job Type:
Financial Services
London & South
Salary range:
£30, 000 - £39, 999, £40, 000 - £49, 999
Salary Description:
Up to £40K
Start Date:
Job Ref:
AH - 2730

Due to strong organic growth, our client, a highly reputable financial planning practice, is looking to further enhance its Support Team with the appointment of a Paraplanner.

This business boasts a group of highly successful Financial Advisors who advise both private and corporate clients. Our client is a highly innovative and forward thinking business, adopting a holistic approach to managing its clients’ wealth.

You will play a pivotal role in supporting the advice process, undertaking research both independently and in conjunction with the Financial Planner to identify suitable products to meet the clients’ needs. Preparing and producing technical, clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain compliant. You must also be an effective communicator, both verbally and written and at all levels, as you will communicate directly with clients. You will also be involved in cash flow forecasting and investment and pension transfer reports.

You will be an experienced Paraplanner with in-depth technical knowledge, if you are diploma qualified or working towards this qualification, this will strengthen you application, however this isn’t essential. You will be looking for a stable workplace and you will also be well organised and able to work in a fast-paced environment.

You will be rewarded with a generous basic salary which is dependent on experience and qualifications, there will also be a benefits package including pension and death in service. Personal development is important to my client, so they will support you with training and progression.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 0395
Contact: Annie Hawksworth

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