Hybrid Paraplanner: Financial Planning & Reports Pro

RGH-Global Ltd; England; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid working model

Professional development opportunities

Collaborative work environment

Job summary

A professional financial planning firm in Hertfordshire is seeking a detail-oriented Paraplanner for their team. This hybrid role involves working closely with advisers to prepare financial plans, conducting product research, and drafting financial reports. The ideal candidate possesses a strong understanding of financial planning and previous paraplanning experience. The firm offers a supportive environment with opportunities for career growth.

Qualifications

• Strong understanding of financial products and markets.
• Experience in Investments and IHT planning.
• Proven ability to work independently and in teams.

Responsibilities

• Conduct in-depth research on financial products.
• Draft compliant financial reports and recommendations.
• Maintain and update client records.

Skills

Knowledge of financial planning

Experience in Pensions

Analytical skills

Report writing proficiency

Attention to detail

Communication skills

Education

CII Diploma in Financial Planning or equivalent

Job description

A professional financial planning firm in Hertfordshire is seeking a detail-oriented Paraplanner for their team. This hybrid role involves working closely with advisers to prepare financial plans, conducting product research, and drafting financial reports. The ideal candidate possesses a strong understanding of financial planning and previous paraplanning experience. The firm offers a supportive environment with opportunities for career growth.