Paraplnner/Trainee Wealth Planner

  • Location

    Bishop's Stortford, Hertfordshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £35000 - £42000 per annum

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:


A hugely successful and fast growing wealth planning organisation based In Hertfordshire currently has exciting opportunity for a Paraplanner to work on a 121 basis along the company's Senior Partner in providing high level technical support to an established book of HNW Private Clients.

You will be the main point of contact for the book (totally £55-60M AUM) with responsibilities including research, report writing, client contact (attending all meetings), maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum and have an in depth technical understanding of the pensions and investments market. My client has advised that there will be the option to be fast tracked into a Wealth Planner role (CF30) within 12-18 months (although they would be just as happy with a career Paraplanner).

The overall aim will be for the individual will be to build a strong relationship with existing clients, to be their go to person in the company to free up time for the existing Senior Partner to further develop new business (which has shown no let-up in 2020 despite covid.