Paraplanner – Hertfordshire

RecruitukLtd Salary: Up to £45K

This is your opportunity to secure a new job within an award winning financial management firm on the outskirts of the City.  They are a leader in the provision of financial advice and investment management, our client provides a comprehensive service to both corporate and individual clients around their Investments, pension, and protection.

Their passionate and highly experienced team come from a range of professional backgrounds, and this role will see you working with and learning from some of the best in the industry.

They offer a structured approach to client engagement ensuring that clients receive the best possible service, regularly communicating with them to ensure that their financial plans remain appropriate and of priority.

They are seeking to recruit an experienced Paraplanner to be based primarily in their Welwyn office.  Far enough out of the city to reduce your commuting time and cost!

This is a challenging role where the company will provide the successful candidate with the required training to further their career.  They are seeking a long-term commitment from an individual who will hopefully grow and develop in the role.

The successful candidate should be comfortable and understand the structure of equity, pension, and life products and be willing to learn and understand more complex financial products.

Technical knowledge is a pre-requisite.  The candidate should have attained the Certificate in Financial Planning and aiming to acquire the Diploma in Financial Planning.

If you would like further information on this role, please contact Jason Thurlow on 0117 917 0417 or

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