Pertemps Hemel Hempstead
£30,000 - £39,999
29 Sep 2019
02 Oct 2019
Contract Type
Full Time
We are currently recruiting for Paraplanner for our client based in Hertfordshire. Through year on year growth they have become one of the leading independent financial planning and advisory firms in the area. Their team of professional advisers offer a personal service underpinned by industry leading technology, whose purpose is to promote the financial well-being of clients, their families and their businesses, through innovative use of investments, pensions and protection.

Purpose of the role: To undertake the role of paraplanner and support our financial planners.

Key tasks:
To support all our financial advisers with particular focus on our pensions specialist:
  • Product research
  • Diary management
  • Obtaining product key features using internal systems and software, provider intranets and the internet
  • Liaising with product and investment providers. Processing applications for products and investments by post or via the internet
  • Client administration
  • Producing draft reports and suitability reports
  • Administering client files
  • Documenting client meetings
  • Providing support for client meetings including schedules, valuations, key features documents and other information/documentation
  • Updating and using the back-office systems, reporting M.I. data to managers and Directors.

Microsoft Office Suite, Iress Xplan, O&MProfiler, Cashcalc, Voyant
Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.

Although a broad knowledge is required you will be working with our Pensions Specialists. Therefore a good knowledge of Pensions and Drawdown contracts would be preferred.

Achieved or studying towards Diploma in Financial Planning. Prefer at least RO1 to be completed and an interest in Pensions, RO4 or AF3, AF8.


Monday - Friday 09.00am-17.00pm - With flexibility to work from home / Flexi hours

Remuneration and reward:

Salary 30,000-£40,000 (depending on experience)
  • Holiday pay
  • Pension
  • Death in service
  • Personal insurance plans
  • Team social events
  • Career progression plan

Please apply today.