Role details


Hitchin   •   £30,000 - £35,000   •  Permanent

Bullet points

  • This is a great opportunity for a Paraplanner based in North Herts
  • This is a role that offers progression and development

About Our Client

My client are a well established business in the local market. With a sold & ever growing client base this financial services business has plans to further expand. The continued growth of the company is dependant on the calibre of staff hired and this is something the directors acknowledge; consequently whom ever joins in a Paraplanner capacity will be valued and nurtured accordingly.

Job Description

This Paraplanner position will involve

  • Provide ongoing support and assistance to the director and his clients,

  • Maintain and update weekly WIP and IAF lists
  • Process and submit all new business cases
  • Write and complete all Suitability Letters and CFRs compliantly to meet deadlines
  • Write, prepare and complete all non-technical replacement cases
  • Update and maintain all client records and submitted business accurately and compliantly on CCD
  • Thoroughly prepare client files ahead of client meetings, to include all standard preparation and any technical preparation specific to that client
  • Use of Analytics and other systems to support our investment analysis of markets and competitors to support the sales pitch
  • Report writing and report generation to support the sales process
  • If required, book time weeks in advance to ensure more complex and involved cases are focused and discussed in good time, to ensure excellent preparation
  • Meet with your manager weekly to discuss all forthcoming client meetings and discuss any other priorities; speak to management daily on work and issues at hand
  • Process fund switches accurately: to track and chase signed forms required, and to ensure the switches are done
  • Proactive monitoring of markets and SJP funds' performance where relevant to client interaction / solution

The Successful Applicant

The successful candidate will be

  • An experienced Paraplanner
  • Able to commute to the Hitchin area
  • Able to learn and develop new skills quickly
  • Willing to take up a pivotal role within the business
  • Have a great technical understanding

What's on Offer

On offer is

  • A competitive rate of remuneration
  • A great working environment
  • An opportunity to build a stable career

Apply for this job

Click the Apply or LinkedIn button below or contact Ashley Fongho quoting job reference 13771264
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