Job Title

Senior Paraplanner – Harpenden

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Job Description

Job Title:

Senior Paraplanner

Location:

Harpenden

Bryn McMillan Consulting Vacancy Ref:

L1618PPBMC

Remuneration:

£40,000 – £45,000 basic plus, Pension, & DIS

 Overview:

An experienced paraplanner in Harpenden is required to join a well-respected independently owned Independent Financial Adviser firm, working alongside a senior financial planner.

Main Duties:

Working as a senior paraplanner in the Harpenden area, you will work alongside a very successful independent financial adviser, offering full administrative support including writing suitability reports and reason why letters.

As well as writing detailed and compliant reports, you will also be responsible for product research including lump sum investments as pension including pension transfers and pension consolidation.

As the senior paraplanner, you will be required to obtain the product key features documents. Liaising with pension and investment providers, to keep updated with any changes in policies.

You will be required to process all new applications for both pension and investments business.

Another key part of the senior paraplanner role is to support the IFA in client meetings, including scheduling, valuations, key features documents and other documentation.

You will also act as the first point of contact to clients, clear up any queries as well as keeping them updated with the pension and investment business.

 Key Skills:

As this is a very technically focused role; applications will only be accepted from individuals who have gained paraplanning or report writing experience in a financial planning or wealth management firm.

The level 4 diploma is desirable; however, consideration will be made for applicants who have the relevant skills, experience to write detail reports and suitability letters, and some R0 exams have been attained.

Attention to detail including proofreading for grammar, spelling and punctuation, along with excellent organisational and multi-tasking abilities are a necessity to work in this fast-paced environment.

 Summary:

Excellent opportunity for an experienced paraplanner who is looking to work with an independently owned IFA/Wealth Management firm in the Harpenden area, where there is a good basic salary, and an excellent team environment is on offer

Contact:

Bryn McMillan

Managing Director

Bryn McMillan Consulting

Call me on 0203 9272625 or email me at  bm@brynmcmillanconsulting.co.uk or Register Here.

 

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Tags: Harpenden, Hertfordshire, Paraplanner, Paraplanning

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