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Qualified Paraplanner to Advisor-Offices based in Hitchin-£45,000-£65,000+

Financial Divisions
Posted 7 hours ago, valid for 7 days
Location

Hitchin, Hertfordshire SG4 7RB

Salary

£52,000 - £78,000 per annum

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Contract type

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

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  • The role is for a Qualified Paraplanner in an award-winning financial advice firm that specializes in managing wealth portfolios for ultra-high net worth individuals with assets ranging from £2m to £150m.
  • Candidates must have at least 3 years of experience in an IFA environment and be diploma qualified, though those with 1 or 2 exams outstanding may also be considered.
  • The position involves writing financial plans, annual reviews, and suitability letters, as well as liaising with clients and managing various financial platforms.
  • The salary is dependent on experience and includes a generous bonus, with part-time applicants also being considered.
  • The firm offers opportunities for professional development, including financial contributions towards further learning.

+(Depending on Experience) & Generous Bonus)- Would consider Part Time Applicants

Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up t0 150m+.

This 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 experience

Responsibilities:

  • 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 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 Sam Negbenebor and you will receive a phone call to explore this role further.

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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.