Senior Paraplanner - East Hertfordshire : Salary 30K-35K, Plus benifits and bonus

Company

Our client are a small firm now however unlike many firms of wealth managers, they are growing.This is potentially a superb career opportunity.From managing complex employee benefit implementations to keeping our technology ahead of the ret of the, do you have

Role
Our Client seeks, effectively, a paraplanner who can develop to write detailed, in-depth and complex financial planning reports bringing together technical and the client`s life story with an holistic approach. They do not seek a researcher or a portfolio performance monitor or a business developer.
You have at least a few successful years in financial services as a paraplanner or as an adviser.

Candidate skills

? Graduate (quality degreee, serious subject and quality university) or graduate calibre (excellent A levels / GCSEs incl Maths/Sciences and English) a requirement with good financial paraplanning/planning experience.
? To write client suitability reports, limited and holistic financial plans.
? To develop further skills and knowledge for complex multi-scenario financial planning reports
? To assist planner in preparing client meetings and perform after meeting follow-up work.
? To provide relevant management information as required by planner/account manager.
? To work alongside Office Manager and understand TCF requirements to support client management of Company
? To attend training and develop the relevant knowledge and skills.
? To undertake studies leading to Certified Financial Planner (IFP) (and support continued on to Chartered Financial Planner (PFS) if successful candidate wishes to attain Chartered status).

Package

Senior Paraplanner : East Hertfordshire : Salary 30K-35K, Plus benifits and bonus

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Key words : Senior Paraplannner - Financial planning : Reports - wealth manager-
Accountants - Financial Services - graduate calibre