This highly successful financial advisory firm has built a great reputation in the market and as a result of growth, is looking to recruit an experienced Paraplanner as well as a Senior Paraplanner / Team Leader.
This expanding business currently has a team of approximately 20 talented individuals working within its Hertfordshire office. Its aim is to build and maintain long-term and trusted relationships with its clients to meet their financial objectives.
You will be an integral part of the advice process, with the main purpose of the role being to provide technical Paraplanning support to the firm’s Financial Advisors. You will conduct compliant and detailed research on products and providers and produce supporting suitability reports. You will also complete portfolio reviews and be involved in replacement cases and fund switches. Other day to day duties will include dealing with client and provider queries, as well as maintaining relevant databases and ensuring records are accurate and up to date with client and portfolio details.
The Senior Paraplanner position will have some increased Team Leader responsibilities, in addition to supporting Senior Financial Advisers. Ideally, you will have had some previous managerial / mentoring experience (either official or unofficial) although our client is open to applications from high calibre candidates who are looking to take the step up into a leadership role and be remunerated accordingly.
It is essential that you are Level 4 Diploma qualified, with previous experience of working in a Paraplanner role. You will be looking to progress in your career and build upon your existing high-level technical skills as well as fostering strong client relationships. It is important that you are passionate about being a Paraplanner and you enjoy working directly with clients as you process their cases and keep them updated. You will have a high degree of accuracy and attention to detail in both your written and numerical work.
You will enjoy a fantastic basic salary (dependent on your experience), as well as a rewarding bonus structure. My client will support you with your ongoing development, including study support. There are opportunities for progression, including the option of becoming an Advisor in the future, if that is of interest. You will enjoy working within an energetic ‘tight knit’ team that provide lots of help and support. This is primarily an office-based role, but given the current situation, our client is currently working a hybrid system combining home and office working.
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Financial Services and General Insurance Recruitment