Full Time Salary: £50k + Bens & Bonus
South Financial Services
Our client is based in the Hertford area of Herts and are a long established HNW IFA with a large HNW private and corporate client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to directly provide full technical support to a chartered director of the business who deals primarily with private clients, and work alongside the existing Paraplanners and sales support staff. Duties will include reviewing client fact finds, assisting in providing recommendations, full product research and report writing.
Candidates must have experience of working as a Paraplanner or completing the above duties within an IFA or Financial planning business. They must have or be close to completing a minimum of the financial planning diploma level 4. Candidates progressing towards chartered status or chartered along with experience of life style planning, IHT, CGT and trusts will have a distinct advantage. This is an excellent opportunity to join well established small business with excellent opportunities for career progression. The business offers full exam support and they will consider candidates looking for a long term progression towards becoming an adviser.