Paraplanner
Paraplanner (Level 4 Qualified)Hertford Full-time £50,000 - £60,000 + Excellent BenefitsWe are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team.This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment.The RoleAs a Paraplanner, you will work closely with the firm''s advisers, providing comprehensive technical support across a broad range of financial planning areas.Responsibilities will include:Conducting detailed research to support client recommendationsPerforming tax calculations across various planning scenariosPreparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed and ISA and fund switches)Supporting advisers across pensions, investments, and inheritance tax planningContributing to the ongoing development of client strategiesThis role requires someone who can work independently while also being an integral part of a close-knit team.About YouLevel 4 Diploma qualified (essential)Proven experience in a paraplanning role within financial servicesStrong technical knowledge across pensions, investments, and tax planningHigh ethical standards and attention to detailAbility to manage workload independently and meet deadlinesTeam-oriented mindset with excellent communication ..... full job details .....
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