Paraplanner - Harpenden

We are currently recruiting for a highly regarded Financial Planning practice based in Harpenden who are looking for a Paraplanner to join their team. The company is based in Hertforshire they are striving to be recognised as the leading independent financial advisers in the area.

Purpose of the role: To undertake the role of paraplanner and support our financial planners.

Key tasks:

• The key discipline will be technical report writing and cashflow forecast generation.
• Product research
• Obtaining product key features using internal systems and software, provider intranets and the internet
• Liaising with product and investment providers. Processing applications for products and investments by post or via the internet
• Administering client files
• Documenting client meetings
• Providing support for client meetings including schedules, valuations, key features documents and other information/documentation
• Updating and using the back-office systems, reporting M.I. data to managers and Directors.

Technology:

Microsoft Office Suite, Iress Xplan, O&MProfiler, Cashcalc, Voyant Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.

A broad knowledge is required you will be working with their Pensions Specialists. Therefore, a good knowledge of Pensions and Drawdown contracts would be preferred.

Qualifications:

Achieved or studying towards Diploma in Financial Planning. Prefer at least RO1 to be completed and an interest in Pensions, RO4 or AF3, AF8.