Paraplanner

My client is a well-established and highly regarded wealth management firm based right in the heart of Hitchin. They''re are deeply rooted in the local community and actively involved in supporting a wide range of activities in and around the town.They''re now looking for an experienced Paraplanner to join their team. Importantly, you don''t need to be fully qualified at this stage. What matters most is solid, relevant technical experience. If you''re working towards your qualifications (or haven''t yet started), my client will fully support your training.The RoleThe primary focus of this role is paraplanning, producing high-quality, compliant suitability reports with particular emphasis on pension transfer cases and supporting the financial planners with their client work.There is also a secondary element working alongside the wealth management team on the investment side of the business. This is a real opportunity to broaden your horizons and develop expertise across both financial planning and investment management.Key ResponsibilitiesProduce high-quality, compliant suitability reports, with a particular focus on pension transfersSupport the financial planners with client meeting preparation, including cashflow modelling and scenario planningMaintain accurate and compliant client records in line with FCA standardsAssist the wealth management team with portfolio reviews and ongoing investment managementProvide general paraplanning and administrative support across the ..... full job details .....