Paraplanner

  • Location

    Harpenden, Hertfordshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £38000 - £45000 per annum + Exceptional Bonus & Benefits

  • Contact:

    Samuel Rawlings

  • Contact email:

    srawlings@mbfitzgerald.co.uk

  • Job ref:

    BBBH1872_1562839196

  • Published:

    over 1 year ago

  • Expiry date:

    2019-08-10

  • Consultant:

    #

An long established and modern thinking wealth advisory firm based in Harpenden are currently seeking to recruit a good quality Paraplanner with whole of market experience to join their ever growing team.

This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from the Private Client Administrator.

Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write suitability reports without using supporting software templates.

Experience of platforms is desirable and DipPFS as a minimum is a necessity. This is a sought after opportunity working for an established name in the Hertfordshire market offering a highly competitive salary, bonus scheme, good benefits and clear structured career progression.