Junior Paraplanner- Wealth Management, Hertford, £35,000-£45,000 (DOE and qualifications)
A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team.This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment.The OpportunityWorking closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning.The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning.Key ResponsibilitiesAssisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information ..... full job details .....
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