We are currently recruiting for a Paraplanner to join a Wealth Management organisation based on the Hertfordshire/Buckinghamshire border. This exciting opportunity has arisen for a Paraplanner to join an established IFA business in providing the best support to their Clients and Financial Advisors. The role will include general paraplanning support and ad hoc administration. The company promotes career development and flexible working to ensure they get the best staff on board.
- Minimum QCF Level 4 financial planning
- In-depth knowledge and understanding of the FCA & HMRC requirements relating to retail investment products, non-investment, insurance and mortgages.
- Minimum 2 years' experience as a paraplanner
- Excellent organisational, interpersonal and communication skills.