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Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead,

Hemel Hempstead
money-bag 45000.00-45000.00 Annual
3085446263
Posted 4 days ago

Location: Offices near Hemel HempsteadEmployment Type: Full-Time Hybrid (2 days WFH)Technical Paraplanner - up to £65,000Qualified Paraplanner - up to £45,000Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards ..... full job details .....

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