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Job Title: Paraplanner - generous bonuses and 1 day from home Location: HertfordSalary: £40,000 to £55,000 - plus bonus
Are you a Paraplanner who thrives in a collaborative environment and values being part of a supportive, tight-knit team?
If you’re passionate about the technical aspects of paraplanning and seeking a role that offers variety and growth opportunities as well as full administration support, this opportunity could be a great fit for you.Our client is a highly respected boutique financial advisory firm with exceptional staff retention and a warm team culture. Join a dedicated team of nine, working closely with advisers to deliver bespoke financial solutions in key areas like:
- Investment Planning and Financial Management
- Pension Planning (pre and post-retirement)
- Trusts and Estate Planning
- Group Personal Pensions and Group Risk Benefits
What’s on Offer:
- Technical Focus: You’ll play a key role in supporting advisers, taking on technical tasks and complex casework to help clients reach their financial goals.
- Flexible Work Options - flexible working hours and 1 day from home on offer.
- Professional Growth: Opportunities for career development, including support with qualifications through to Chartered and progression, with the option to explore advisory roles down the line.
- Strong Team Environment: Join a company known for its welcoming atmosphere and high staff retention, ensuring you feel valued and connected.
Key Responsibilities:
- Conduct in-depth research, utilizing the firm’s exclusive investment panel.
- Prepare suitability reports, ensuring clients receive tailored advice.
- Utilize tools such as Intelliflo, Cashcalc, and E-Value, while enhancing your technical skills.
If you’re ready to contribute your expertise to a company where collaboration and career growth are prioritised, we’d love to hear from you.
Please email your CV and a cover letter to take the next step in joining this dynamic team.
