Paraplanner

The client is a Bespoke Financial Planning practice in the centre of Bishops Stortford. They specialise in providing truly unique and bespoke advice to their private and corporate clients. Having a highly successful joint legal venture, our client insure they provide only the highest standard of advice on the market.

This is a fantastic opportunity for an experienced Paraplanner to join a small and tight knit team. You will be liaising with clients directly and be directly involved in discussions on the financial well-being of all clients. Due to continued growth there will also be plenty of progression opportunities for the right candidate.

Benefits 

• 4%, 4% pension
• DIS
• Car parking subsidy 
• Health Cover 
• Eye tests
• Referral bonuses 
• Stable, reputable company 

What’s needed for me to be considered?

• Level 4 Diploma qualified, or close to achieving 
• Experience working within an IFA environment
• Strong technical capability around all areas of investment and pensions 

What’s next?

If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms:  Paraplanner, Paraplanning, Cashflow, Voyant, Adviser Support, Wealth Management, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner