We are looking for an experienced paraplanner to work with our well established and growing client based in Berkhamsted. You will be responsible for preparing client suitability letters and financial report writing.

 

The role:

•             Preparation of information for client meetings

•             Technical research including portfolio analysis, pension switches, tax calculations

•             Preparing suitability reports

•             Liaising with clients and responding to queries

 

Requirements:

•             Previous experience working in a financial services environment providing support

•             Must have experience writing suitability reports and dealing with DB Pensions

•             Be studying for or hold the Certificate in Paraplanning or a Diploma in Financial Planning

•             Able to use initiative and hard working

•             High level of analytical capability and good communication skills