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Full-Time - Career Progression
Offices near St Albans (Hertfordshire)
Full study support plus excellent benefits and hybrid workingMy client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire. The business has very ambitious plans to expand and grow organically and they are looking to take on a Part Qualified Paraplanner or Junior Paraplanner that is working towards their diploma with a minimum of 2 years’ experience. The firm has experienced impressive expediential growth over the last 15 years. Our client boasts a family supportive environment as well as the opportunity to progress and grow your career. They have long standing relationships with their clients and are valued members of their community.Responsibilities include- Part Diploma Qualified ParaplannerTaking detailed notes and then preparing comprehensive suitability reports for follow up client meetingsConducting product research on behalf of the Advisers and making recommendationsPreparing detailed cashflow analysis to present back to the clientsLiaising with product providers and Investment specialistsAdministering client files and documenting client meetingsProviding support for client meetings including scheduling meetingsOnce up to speed, taking an active part in the annual client review meetingThey can provide a structured training program to help build on current technical knowledge, alongside greater direct client exposure, to help with your progression into an Adviser role at a point in the future. My client is very open with regards to what they can offer a candidate career-wise; the firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career. They offer hybrid working and support towards Diploma Qualification.
If this Paraplanner role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.
