Our client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office near Bishops Stortford. Due to an increase in business captured through recommendations and consistently high levels of customer service, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support the Financial Advisers in the business. They are looking to hire an individual who has aspirations to become an advisor in the future and offer a heavily client facing paraplanning opportunity.


As you gain exposure to their business and working practices you will develop good working relationships with both the inhouse team of advisors and your clients. You will already be an accomplished suitability report writer and technical researcher with experience of helping to perform annual reviews, cash flow planning, ensuring compliance of client files and assisting with file audits.


You will be diploma qualified or be actively studying to achieve your diploma status having already gained some exam success ( RO papers). This would be the golden opportunity to grow your client facing skills and become the main company Paraplanner in time with the support and mentoring of the Director of the business.
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support my client would be very interested in viewing your cv.


CV to Jim at Financial Divisions