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Hitchin
Financial planner
Paraplanner (client facing)

Paraplanner (client facing)

Blakemore Recruitment

Posted 22 days ago, valid for 17 days

Hitchin, Hertfordshire SG4 7RB

Full Time

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Sonic Summary

An excellent opportunity is available for a Paraplanner at a well-regarded financial planning practice in Hertfordshire.
Candidates must have previous paraplanning experience within an IFA or Wealth Management environment, ideally with 2-3 years of experience.
The role requires expertise in Investments, Inheritance Tax (IHT), Trusts, and preferably knowledge of pension transfers.
Strong communication skills are essential, as the position involves dealing with highly technical reports and attending client meetings.
The salary for this role is competitive, and there is potential for career development into a more client-facing adviser position.

We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.

They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.

You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers. The role will suit someone with strong communication skills as it will be dealing with highly technical reports on behalf of a director of the firm.

You will also be expected to attend some client meetings and be involved in the advice process for the client. This role will suit someone who is interested in developing his career into a more client-facing role.

You will also get the opportunity to develop into an adviser in time.

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