Chartered Paraplanner : Hertfordshire
Chartered Paraplanner - Hertfordshire
Salary: 40- 45K + Bonus
Flexible to work partly from home
As a Principal Partner Practice of a well-established Wealth Management company, our client is a successful and growing firm.
With prestigious offices based in Hertfordshire, they are an agile financial services firm with a big four capability providing wealth management advice to their private and corporate clients.
Their working environment is informal, relaxed yet highly professional.
An opportunity has arisen for a Chartered Paraplanner to join their growing team.
The Paraplanner will provide full technical support to Financial Advisers in the team and oversee Administrative feed into case planning.
? At least Level 4 Diploma qualified or working towards this
? Chartered Status desirable
? 3-5 Years' experience as a Paraplanner
? DB Pension Transfer experience
? Must be highly competent in pension transfers, fund switches
? Ability to produce accurate Critical Yield Calculations
? Must be able to produce cashflow reports and CETV
? Must be able to produce illustrations and fund comparisons using analytics
? Ability to work accurately and quickly under pressure
? Knowledge of CGT, IHT planning, Trusts and Intergenerational Wealth
? High standard of Quality of Documentation for every case
? In depth knowledge of industry compliance requirements and can work with Advisers to ensure that all cases are robust prior to submission
? Familiarity with industry software such as iBusiness, CCD, Voyant, FE Analytics or similar
? Highly competent at producing detailed Suitability Letters within deadlines
? A team player who enjoys a collaborative environment
? Highly industrious and pro-active approach with the ability to anticipate Adviser needs
? Adept at seamlessly pulling together all strands of a case from Administrative through t
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