Paraplanner Job in Hitchin

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

Paraplanner Job in Hitchin

Job Description
AMG Search is currently looking for a Paraplanner to join a highly successful Wealth Management firm in Hertfordshire.

As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Senior Partner

Preparation of all necessary documentation & information for recommendations to be delivered to clients

Assist with research and surveys

Delivery of high quality reports in a timely manner to high net worth clients.

Advice is across pensions, investments, protection, taxation planning & trusts

The Paraplanner is a very important role and it will support the Financial Planning team to enable the achievement of their business objectives and growth targets

Excellent office facilities

To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience:

Minimum Level 4 Diploma/Dip PFS

Presently in a Paraplanner role and with 3 years+ experience in Financial Services

Communication  – written, verbal, presentations

Understanding of regulations and compliance and of the financial planning process

Technical skills across pensions, investments, taxation, trusts

Experience in technical research, report writing and recommendations

Organisation and prioritising work/meeting deadlines

Our client is a major practice that is part of a major and multi-award-winning wealth management brand that has witnessed incredible growth year on year.

It is a rapidly expanding business that was set up by the Owner/Principal in October 2000 and it is now in the top 1% of UK partners within the parent group.

This is a very ambitious and proactive business that offers genuine career opportunities in a beautiful office setting.

Take a major step forward with your career and join this outstanding organisation.  Apply today

Job Type: Permanent, Full Time
Location: Hitchin
Category: Accounting/Financial/Insurance
City: Shillington
County: Bedfordshire
Country: United Kingdom
Salary:
Benefits: