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Senior Paraplanner

Senior Para Planner - Hitchin

Salary - £ 42k + Benefits + Bonus

The Client

Our client is a Wealth Management company who are a small and agile firm with a big firms strength.

They are a growth company but without the bureaucracy.

The company have a small company feel and culture and have an agile, motivated team of approximately 20 talented individuals supporting our growth.

They operate from a suite of modern offices in Hitchin, Hertfordshire.

This is a fantastic opportunity for a sales-driven advisor who wants to take the next exciting step in their career.

The Role and Skills

We have a career opportunity for a senior, self-motivated and commercially minded paraplanner with a can-do attitude.

This role will include some team leadership responsibilities.

You live within a commutable distance of the office.

This is primarily an officebased role in Hitchin, Hertfordshire.

During Corona the company are working a hybrid system, combining home and office.

You are at least Level 4 Diploma qualified with 5+ years of UK experience.

You will be supporting a highly successful advisor, in partnership with an administrator You have previous experience as a senior paraplanner/team leader.

The company offer holistic financial advice to HNW individuals.

Your experience should reflect this.

Ideally, you have experience with inheritance tax planning and trusts (extremely helpful, though not mandatory) You want to work with a company that will support your ongoing development including study support You are looking to move into a role that focuses on utilising, and building upon your existing high-level technical skills as well as fostering strong client relationships You want to work closely with a tight-knit team that provides ongoing support for the advisers and clients You are looking for an opportunity where you can deploy your skills in the preparation of complicated suitability letters, replacement cases, fund switches, withdrawals et cetera You like to ca

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