Technical Paraplanner

Cameron James; Berkhamsted; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A financial services firm in Berkhamsted is looking for a Technical Paraplanner to collaborate with Managing Directors and Financial Advisers. The role involves preparing recommendations, conducting research, and supporting complex client inquiries. The ideal candidate should have experience with back-office systems and hold a Diploma level 4. This position offers a salary of up to £60,000 with hybrid working options.

Qualifications

• Experience in preparing advice letters and recommendations.
• Ability to prepare content for annual review meetings.
• Undertaking research to support recommendations.

Responsibilities

• Prepare advice letters for investments and pensions.
• Support investment reviews and cash flow models.
• Provide technical support for complex client queries.

Skills

Experience with back-office system (X-Plan, Intelligent Office)

Client liaison

Technical support for complex queries

Education

Diploma level 4

Job description

An exciting opportunity has arisen for a Technical Paraplanner for our client based in Hertfordshire.

The role will involve working closely with the Managing Directors, Chartered Financial Advisers, Wealth Advisers, and Investment specialists to deliver exemplary client service.

Duties:

-Preparation of advice letters and recommendations e.g. investments and pensions

-Preparation of content for annual review meetings

-Preparation of pension, income drawdown and investment reviews

-Preparation of detailed cash flow models

-Undertaking research to support recommendations

-Provision of technical support to complex client queries

-Liaison with clients

-Occasional Attendance at client meetings

Essential:

Experience in working with a back-office system (X-Plan, Intelligent Office)

Minimum of Diploma level 4

Desirable:

Chartered

Salary up to GBP60,000. Hybrid working.