c. £45K + Bonus
Flexible to work partly from home
I am seeking an experienced paraplanner to join a busy successful financial planning business based in Hertfordshire. The position really requires 3-5 years paraplanning experience with Diploma qualification as a minimum and DB pension transfer experience.
The role will be to provide full technical support to advisers in the team and oversee the administrative feed into case planning so requires experience in pension transfers, fund switches, critical yield calculations, and cash flow analysis. Knowledge of CGT, IHT planning, trusts and intergenerational wealth is desired.
This is a great opportunity with a really nice working environment and competitive salary and bonus on offer.
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