Our client is a progressive innovative Wealth Management Financial Advice firm with years’ experience in handling private wealth for their clients, they are looking for a ParaplannerThis role offers a great opportunity for the right candidate to come and work for a progressive, award winning independent financial planning firm set in a beautiful location. They have built a fantastic reputation in the IFA/ Financial Planner community.Due to growth the Director is creating a brand-new role within the business for a Paraplanner The role will be office based with the occasional days working from home.As a paraplanner, your work will consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting. Advice will cover pensions, investments, tax planning, IHT, mortgages and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts and Estate planning to help with inter-generational planning.The Position - Qualified Paraplanner• Must be diploma qualified, but will consider applicants with a 1 or 2 exams outstanding• Have at least 3 years IFA experienceResponsibilities:• Write financial plans• Write annual reviews.• Write suitability letter• Update templates as required and after Budgets• Developing all template and client facing materials• Updating IO with client data, emails, docs and tasks• Client - liaise with clients regarding technical replies, end of tax year queries, factual information, getting permission to sell down to withdraw income and lump sums.• Transact, Nucleus and Fidelity key liaison.• Understand all platforms and how they work.Applicants for this Paraplanner role should have prior experience of working in a financial planning or wealth management firm, you will be supported through your development with financial contributions towards further learning.To apply for this role and to have a further discussion about what this opportunity can bring you, please send your full CV and contact details to and you will receive a phone call to explore this role further
Back to searchQualified Paraplanner route to Advisor, Hitchin, Hertfordshire, ÂŁ40,000- ÂŁ45,000 (DOE)
Financial Divisions
Posted 3 days ago, valid for 7 days
Hitchin, Hertfordshire SG4 7RB
ÂŁ30,000 - ÂŁ36,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- Our client, a progressive Wealth Management Financial Advice firm, is seeking a qualified Paraplanner with at least 3 years of IFA experience.
- The role involves reporting on portfolio performance, analyzing market offerings, and administering advice related to pensions, investments, and tax planning.
- This position is office-based with occasional work-from-home days, and it offers a supportive environment for professional development.
- Candidates must be diploma qualified, though those with one or two exams outstanding will be considered, and a competitive salary is offered.
- To apply, interested individuals should send their CV and contact details for further discussion about this opportunity.
