Paraplanner

Heat Recruitment; Hertford Heath; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An exciting opportunity awaits for an experienced Paraplanner at a reputable firm in Hertford. This innovative company thrives on referrals, providing a unique work environment where you can leverage your skills in research and report writing. You will have the flexibility of hybrid working, allowing you to balance office presence with remote work. With a strong emphasis on holistic advice, this role is perfect for those looking to make a significant impact in the financial services sector. Enjoy generous benefits, including a competitive salary, discretionary bonuses, and ample holiday time, while contributing to a team that values your expertise and growth.

Benefits

Discretionary bonus

Cost of parking supported

25 days holiday plus bank holidays

Salary exchange scheme

Group life assurance scheme

Potential income protection

Qualifications

• Experience in a similar role within IFA or Wealth Management.
• Ability to manage workload and prioritize tasks effectively.

Responsibilities

• Conduct research and write suitability reports for clients.
• Liaise with product providers and clients as needed.

Skills

Research skills

Report writing

Client liaison

Workload management

Holistic advice knowledge

Education

Level 4 Diploma in Financial Planning

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 be 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 5 days a week as employers can work from home a couple of times a week.

Benefits:

• £40,000 – £50,000 depending on experience and qualifications
• Discretionary bonus (will be discussed directly with the client)
• Cost of parking supported
• 25 days holiday plus bank holidays, and the office is generally closed over the Christmas holidays.
• About to implement a salary exchange scheme and pay 7% of salary, group life assurance scheme and potentially income protection
• Hybrid working

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 advice

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Staffing and Recruiting