Paraplanner - Client-Facing, Bishop''s Stortford, £40,000 - £55,000 + Generous Annual Bonu
Paraplanner - Client-Facing Wealth ManagementLocation: Bishop''s Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid WorkingThe Opportunity An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop''s Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function.This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future. The Role As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions.Key responsibilities include:Producing detailed and compliant suitability reports across a range of ..... full job details .....
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