Paraplanner Our client is looking to grow their business with the recruitment of a Paraplanner to join their team. Based in Bishops Stortford you will be joining an IFA that provides specialist independent advice on both personal and corporate financial planning. You must be a Level 4 Diploma qualified paraplanner who has at least 2 years previous experience in a holistic paraplanning role to join an experienced team of paraplanners who provide exceptional support to the Financial Planners. Main duties and Responsibilities: * Responsible for managing your Advisors work-flow, with a focus on meeting client deadlines * with the administration team to gather appropriate meeting preparation to assist with annual client reviews * Creating suitability reports to assist with new business submissions * Working alongside senior management to provide MI, managing the delivery of advice reports within deadlines * Providing paraplanning support to the MD and a Senior Advisor preparing for annual reviews, researching products and investment strategies for the deliverance of suitability advice reports * Attending client meetings and maintaining long term client relationships Location: Bishops Stortford Salary: £35k - £45k