Paraplanner or Senior Paraplanner Role Available - Flexible Working - BpH Wealth Harpenden
Karl_BpHWealth
Member
BpH Wealth Management are currently looking for a Paraplanner or Senior Paraplanner to support our Financial Planners with informing and advising our clients on financial strategies, plans and products. We are based in Harpenden (a little north of London), and there is the option to either work from home or from the office, subject to the needs of the business.
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.
The role includes:
- Analysing client's existing portfolios and products
- Writing suitability reports
- Supporting the financial planners in the technical aspects of preparing for client meeting
- Assisting Planner(s) with Client presentations and any other activities as agreed
- Undertaking 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.
To find out more about us, visit our website www.bphwealth.co.uk, or get in touch with darren.weeks@bphwealth.co.uk for a full job description or any other questions you may have.