• Location

    Hitchin, Hertfordshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £30000.00 - £35000.00 per annum + Bonus and Benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Consultant:


Our Client is a highly successful Practice based in near Hitchin, they currently have a requirement for an experienced Paraplanner to join their friendly team and work closely alongside the practice principal.

This vacancy will be working alongside a Principal partner and I have been advised that they are happy a salary in the region of up to 35k


  • Maintain compliant client files
  • Build strong and trusting client relationships
  • Ensure that all suitability letters and CFRs are fully complete
  • Complete all non-technical replacement cases e.g. ISA transfers
  • Complete all technical replacement cases such as pension transfers and Final Salary transfers
  • Complete all new business submission as efficiently as possible
  • All compliance to be completed within 7 working days
  • Monitor Swift and CCD regularly to ensure system accurately reflects current position
  • See all business through to issued status
  • Deal with client queries when required appropriately.
  • Prepare client files for advisers in advance of client meetings
  • Meet the advisers on a regular basis to exchange client files and gain an understanding of the client needs
  • Liaise with advisers regarding product/fund choice
  • Analyse letter of authority information and perform calculations where necessary