Experienced Paraplanner - Expanding Advisory Firm

Oval Recruit
23 May 2019
28 May 2019
Contract Type
Full Time
Experienced Paraplanner - Expanding Advisory Firm

Hertford - £Open + Great Package

A leading Financial Advisory firm are on the lookout for a highly competent individual to join their experienced and friendly team in the role of Paraplanner. This new role has been created due to organic growth within the company. The small but well-established firm provide bespoke Financial advice to both Private and Corporate Clients.

The role will involve:
  • Liaising with clients and third-party providers, building professional relationships and maintaining trust
  • Working closely with the Advisors to ensure all clients are provided with the best possible service
  • Conducting research and preparing Client Reports
  • Dealing with adhoc and other administrative duties when required
  • Be mindful of and operate within compliance and company standards and regulations
  • Be willing to continue with your professional qualifications

This is a fantastic opportunity for a confident and experienced individual to join a growing, well-established firm who support and progress their staff. Willing to sponsor you through qualifications, the company would ideally like a candidate who is Diploma qualified, although not essential. They are looking for someone who is a self-starter, able to work well under pressure, to take up this key role. To apply, you must have prior experience gained within an IFA firm, although not necessarily as a Paraplanner.

In return the provide:
  • Great remuneration and benefits package
  • Discretionary bonus
  • Lovely office environment
  • The opportunity to really develop your technical skills and progress your career

For more information, please contact Briony Malden

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