We are currently recruiting for a regional Chartered Financial Planning firm Financial Planning practice based in Harpenden who are looking to recruit a Level 4 qualified Paraplanner.

The company look after 150 Wealth Management Families and 50 financial planning and Investment strategy clients. They are serious about enabling their team to be the best they can be and will pay for all training towards exams and

allow study leave where appropriate. All their advisers are Chartered Financial Planners as a minimum requirement and play and active role in the Paraplanning and adviser community.

The Role

The role of the Paraplanner is to support the Financial Planner(s) when informing and advising Clients on financial strategies, plans and products.

Key Contributions and Outputs