Client Relationship Paraplanner

  • Shortlist
Location Berkhamsted , Hertfordshire
Sector Financial Services
Salary £30,000 - £55,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 54783

There is a fantastic opportunity here to for a successful Paraplanner looking for a wider, more varied role or an Adviser wishing to pursue an administrative rather than selling function role. Our Client is a growing practice with a fantastic industry name in Berkhamsted, whom focus on providing a complete financial planning service ensuring their clients are at the heart of everything they do.


The Opportunity

During a period of key expansion, our client is looking for a Client Relationship Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mold the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.


What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this is desirable/ or relevant Industry experience as a substitute
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Good Pensions, Investments and Protection product knowledge


What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £20 if we assist them in securing a new career.


Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Client Facing