Back to search
Role - Paraplanner
Location - Berkhamsted
Salary - £50,000
Are you seeking your next role in Paraplanning? We are proudly assisting a well established Wealth Management client seek a Paraplanner to join their growing team.
You will be providing administrative and highly technical support to advisers and senior managers and will be providing the client with a positive professional experience.
Qualifications;
Essential -
- GCSE English & Maths grade C or above
- Word & Excel intermediary
- Level 4 Diploma in Financial Services or Equivalent
- 1 - 2 years’ experience within a financial services setting, preferably an IFA.
- Financial planning report writing skills.
Desirable -
- Experience as of defined benefit pensions would be beneficial.
Knowledge and skills;
- Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
- Use of standard applications to process, obtain and combine information - Microsoft Office, Excel, Word, Power point, outlook and database
- Interpret, use and evaluate numerical and graphical data
- Excellent report writing skills
- Good understanding of compliance standards
- Produce high quality meeting documentation
- Produce and respond to detailed written and oral communication in an office setting
- Able to work on own initiative or with others on tasks with minimum supervision
- Attention to detail, accuracy
- Good personal time management
- Analytical capability, commercial experience/judgement
- Assist in the development of less experienced staff
- Provide a point of contact for clients & providers when adviser is unavailable
- Ability to undertake research and assist in the reviewing of new policies
25 Days holiday
Holiday Purchase Scheme
Life cover 3x Salary
Pension
Hybrid working pattern
If you are interested, please apply or get in touch for more details.
