We are hiring! Full-time paraplanner, competitive salary, based in Harpenden

Harpenden

BpH Wealth are currently looking for a full time paraplanner to support our Financial Planners with informing and advising our clients on financial strategies, plans and products. We are looking for someone who can hit the ground running, so some experience is essential. The successful candidate will have DipPFs as a minimum, and AFs would be desirable, but not essential.

Recruiter

BPH Wealth Management LLP

Posted

9 May 2022

Sector

Financial planning, Investment, Paraplanning, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

The role includes:

  • Analysing clients existing portfolios and products
  • Writing suitability reports 
  • Supporting the financial planners in the technical aspects of preparing for client meeting   
  • Assist Planner(s) with Client presentations and any other activities as agreed 
  • Undertake annual technical reviews, due diligence of services and products.

It is essential you have experience in cashflow as well as calculating CGT, chargeable gains carry-forward. 

We are a friendly team of 21 based in Harpenden. Our team’s, along with our client’s, wellbeing is our priority. We therefore offer a competitive salary, comprehensive health insurance, support with career development and exams and other benefits as well flexible working both in terms of time and location. 

Depending on experience, we may consider taking someone on as a Senior Paraplanner. 


EMAIL RECRUITER
Professional Paraplanner