Career Paraplanner - Hitchin, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Hitchin, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

and great company benefits

My client, a very well-established Hertfordshire based wealth management firm are looking to strengthen their Paraplanning team with a technically strong individual with strong Report writing skills on the way to achieving the C Level 4 Diploma.

Opportunity Highlights

Opportunity to support a high billing adviser.
Working with Private Clients, their families, accumulators, and retirees
Role will include technical report writing, cashflow forecasting, assisting Adviser with implementation of the Client's financial plan, product research, building relationships with fund managers and product providers, liaising with product and investmentproviders, providing support for client meetings including schedules and valuations with many more areas to learn
Great opportunity to broaden your technical knowledge
Strong report writing skills required
Ideally you will have passed a minimum of 3 RO exams
Excellent study support and mentoring structure
Opportunity to leave paraplanning at a later date if desired
Once established the role will become hybrid with the occasional visit to the office.

To discuss this opportunity in more detail, please call Camilla Howden to arrange a call.