Paraplanner

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Posted a day ago, valid for 15 days

Hertford, Hertfordshire SG14 3ES, England

Full Time

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Sonic Summary

Our client is a respected boutique independent financial planning firm in Hertfordshire seeking to hire a new professional to join their expanding team.
The position is open to both experienced Administrators or junior Paraplanners, as well as those with more significant Paraplanning experience.
The role involves providing dedicated support to financial advisers, including preparing suitability reports and conducting detailed research.
Candidates should have experience in financial planning, and the salary will vary based on the level of expertise, including a bonus.
This opportunity is ideal for detail-oriented professionals passionate about delivering high standards of client service in a dynamic environment.

Hybrid working
Salary + bonus
Boutique independent financial planning firm

Our client is an established and respected boutique independent financial planning firm based in Hertfordshire. With a growing client base and an expanding team, they are now looking to appoint a new professional to join their team. This is an excellent opportunity for an individual who is looking to take the next step in their career within the financial planning sector. The firm is flexible in their search and is open to considering both experienced Administrators or junior Paraplanners, as well as those with more significant experience in Paraplanning. The duties of the role will be tailored depending on the successful candidate’s skills and experience, and naturally, the salary will reflect the level of expertise the individual brings to the team. For those applying with experience in Paraplanning, the role will primarily involve providing dedicated support to the financial advisers. Key responsibilities will include assisting in the preparation of suitability reports, conducting detailed research to inform client recommendations, and supporting in the creation of cashflow forecasts to help clients plan for their financial future. Additionally, you will be liaising with product providers to gather necessary information and ensure all recommendations are aligned with clients’ needs and objectives. The role is ideal for a financial planning support professional who is experienced, highly detail-oriented, and committed to providing the highest standards of client service. If you are someone who thrives in a fast-paced environment and has a passion for delivering tailored financial advice, this role offers an excellent opportunity to further develop your career within a supportive and professional firm. This is a fantastic opportunity to join a dynamic, client-focused team, where your experience and contributions will be valued. Whether you are looking to step into a Paraplanning role or continue building upon your existing skills, our client is eager to find the right individual who can make a positive impact.

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