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Location

Hertford, Hertfordshire | United Kingdom

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Job description

A new opportunity has opened for an experienced Paraplanner to join a reputable company based in Hertford. As a company they don't advertise, getting all their business through referrals and word of mouth.
The role will require that you have the ability to undertake research, write suitability reports, liaise with product providers, and comfortable liaising with clients when needed.
The office is set in a great area, so there is lots for you to do during lunch breaks or socialising after work. You will not need to attend the office 5days a week as employers can work from home a couple of times a week. 

Benefits: £35,000 - £45,000 depending on experience and qualifications, discretionary bonus (will be discussed directly with the client),pension due to increase to 7% er, cost of parking supported, 25days holiday plus bank holidays, and the office is generally closed over the Christmas holidays.

What's needed to be considered

• Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
• Working towards the Level 4 Diploma or not already achieved
• Able to prioritise and manage workload effectively
• Strong background and knowledge in holistic advise 

What's next?

Apply today to be considered for this Paraplanner opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Adviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate

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Job tags

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Salary

£45k per annum