Technical Paraplanner

An exciting opportunity has arisen for a Technical Paraplanner for our client based in Hertfordshire.

The role will involve working closely with the Managing Directors, Chartered Financial Advisers, Wealth Advisers, and Investment specialists to deliver exemplary client service.

Duties:

-Preparation of advice letters and recommendations e.g. investments and pensions

-Preparation of content for annual review meetings

-Preparation of pension, income drawdown and investment reviews

-Preparation of detailed cash flow models

-Undertaking research to support recommendations

-Provision of technical support to complex client queries

-Liaison with clients

-Occasional Attendance at client meetings

Essential:

Experience in working with a back-office system (X-Plan, Intelligent Office)

Minimum of Diploma level 4

Desirable:

Chartered

Salary up to £60,000. Hybrid working.