Paraplanner Job in Hitchin, Hertfordshire

Paraplanner Job in Hitchin, Hertfordshire. Apply for the latest Hitchin, Hertfordshire jobs in Accounting/Financial/Insurance.

Paraplanner Job in Hitchin, Hertfordshire

Job Description
Paraplanner:
My client near Hitchin is looking for a Paraplanner to join their successful business.
You will be providing the highest level of support to the Principal Partner, whilst maintaining professional, accurate and compliant records. Support in advising clients on financial strategies, plans and products, complete illustrations and reports.

What you will do:
* Fully analyse clients' requirements, develop cash flow models and accurately record client data;
* Research and analyse financial products to meet Client requirements and objectives;
* Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
* Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
* Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, asset and IHT summaries, discussion documents and computer models;
* Deal with general client queries and attend client meetings with the Partner as required;
* Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
* Stay abreast of legislative changes and other regulatory issues taking necessary action as required;
* Work within and stay up to date with template changes and advice notes;
* Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
* Undertake continuous professional development to meet regulatory requirements and personal development needs.
* Oversee and manage the submission of all client applications/advice sets for the Practice;
* Ensure all relevant information required for writing the client report is available;
* Maintain accurate and up-to-date client information across all systems;
* Establish and maintain effective relationships with business assurance, Head Office and Admin centres;
* Ensure the end-to-end business process is managed and tracked efficiently in line with Practice and regulatory standards;

In return:
* Salary £35 – £40k
* Bonus up to 10% annually
* Pension matched up to 5%
* 25 days holiday plus bank holiday and an additional day off for your birthday and Christmas shut down paid
* Free snacks and drinks daily
* Progression and development

Job Type: Permanent, Full Time
Location: Hitchin, Hertfordshire
Category: Accounting/Financial/Insurance
City: Hitchin
County: Hertfordshire
Country: United Kingdom
Salary: £30000/annum
Benefits: