Paraplanner

  • Location

    Harpenden

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    To £40,000 plus benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Published:

    9 months ago

  • Expiry date:

    2020-03-05

  • Consultant:

    #

Our client is a true wealth "lifestyle" planning firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in Hertfordshire. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen for a new business administrator/paraplanner to join the team. This is a hybrid role and is ideal for candidates who have both administrative and junior paraplanning experience. You will be supporting a team of 5 wealth management consultants and work with another Senior Paraplanner and Administrator. The role will involve basic research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios. In addition the other side of the role will involve some new business processing and administration with other members of the team. A first class opportunity to work for a forward thinking and progressive organisation who can offer clear, structured career progression.