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Exciting Paraplanner Opportunity - Hitchin, HertfordshireSalary: £40,000 - £45,000 (Dependent on Experience)Progressive Pathway to Paraplanner Manager
Are you a driven, ambitious Paraplanner looking for an incredible opportunity to further your career? Our client, a cutting-edge Wealth Management firm renowned for providing exceptional private wealth solutions, is on the hunt for a talented Paraplanner to join their growing team.
This is not just another Paraplanner role; it’s an exciting career path that could lead to the position of Paraplanner Manager in the near future. With a fantastic reputation in the IFA and Financial Planner community, you’ll be part of an award-winning, forward-thinking firm based in a stunning location in Hitchin, Hertfordshire.
Why Join This Firm?
- Growth Opportunities: This is a newly created role, providing you the chance to make a real impact and grow with the business.
- Supportive Learning Environment: With financial backing for further qualifications, this is the perfect place for professionals who want to expand their expertise.
- Fantastic Reputation: Known for delivering top-tier advice on pensions, investments, tax planning, IHT, mortgages, and more, this firm is a leader in its field.
The Role - Qualified ParaplannerThis is an exciting and varied role that includes supporting financial advisers across a range of services, from portfolio performance to in-depth market analysis and product recommendations. You’ll play a key part in providing technical reports, suitability letters, and annual reviews, all while interacting with clients and supporting advisers to deliver exceptional results. The work you do will make a direct impact on the success of clients’ financial futures.
You will be working on pensions, investments, tax planning, IHT, mortgages, protection, Wills, Trusts, and Estate Planning. This is a role that allows you to diversify your skills and expertise within a collaborative, fast-growing team.
The Ideal Candidate:
- Diploma Qualified (or close to completing it, with 1-2 exams outstanding)
- At least 3 years’ experience within an IFA or Wealth Management firm
- A passion for delivering excellent financial advice and the desire to take your career to the next level
Key Responsibilities:
- Prepare detailed financial plans, suitability letters, and annual reviews
- Develop client-facing materials and ensure all templates are up-to-date
- Liaise with clients to answer technical queries and assist with complex issues
- Be the key liaison for platforms such as Transact, Nucleus, and Fidelity
- Help drive the success of the firm through your expertise and commitment to excellence
What You Can Expect:
- A dynamic, forward-thinking work environment
- A supportive culture focused on professional development and growth
- Opportunities to take on more responsibility as the firm continues to expand
- A pathway to progress from Paraplanner to Paraplanner Manager, with a clear plan for career development
If you’re ready to take the next step in your career with an innovative, award-winning firm, we want to hear from you!
Apply Today!Send your CV and contact details to Laura at Financial Divisions to explore how this opportunity could be the next big step in your career. Let’s talk about what this role can offer you!
