• Location:

    Hertfordshire, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:

    31/01/2020 16:34:56

Paraplanner based in Hertfordshire with a Chartered Financial Planning company, competitive salary with good benefits

You will attend the majority of client meetings with the Adviser.

Key Contributions and Outputs
* Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives
* Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports
* To be a specialist (Go to person) for a specific business area
* Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
* Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
* Contributing to the smooth running of the paraplanning administrative function within the business

The role holder is responsible for:
* The technical aspects of preparing for Client meetings, including:
* Preparing and compiling financial analysis data
* Analysing Client data and preparing cash flow analyses
* Researching products to support recommendations
* Compiling financial planning recommendations and suitability reports to a high standard
* Providing support for the Financial Planner(s)
* Ensuring that all regulatory and compliance standards are met
* Assisting the Financial Planner(s) with Client presentations and any other activities as agreed
* Assisting the Senior Paraplanner with annual technical reviews, due diligence of services and products

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.