Harpenden Office

64a High Street, Harpenden, Herts, AL5 2SP

Job Role: Paraplanner

Reporting to: Adam Cook; Operations Director
Location: Offices based in Harpenden and Hitchin.
Purpose of the role: To undertake the role of paraplanner and support our financial planners.

Key tasks:
The key discipline will be technical report writing and cashflow forecast generation.

Product research

Obtaining product key features using internal systems and software, provider intranets and the internet

Liaising with product and investment providers. Processing applications for products and investments by post or via the internet

Administering client files

Documenting client meetings

Providing support for client meetings including schedules, valuations, key features documents and other information/documentation

Updating and using the back-office systems, reporting M.I. data to managers and Directors.

Technology:
Microsoft Office Suite, Iress Xplan, O&MProfiler, Cashcalc, Voyant
Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.

Specialisms
Although a broad knowledge is required you will be working with our Pensions Specialists. Therefore, a good knowledge of Pensions and Drawdown contracts would be preferred.

Qualifications
Achieved or studying towards Diploma in Financial Planning. Prefer at least RO1 to be completed and an interest in Pensions, RO4 or AF3, AF8.

Our team of professional advisers offer a personal service underpinned by industry leading technology. Our purpose is to promote the financial well-being of our clients, their families and their businesses, through innovative use of investments, pensions and protection.

Lyndhurst Financial Management Limited offer our mortgage and financial advisers access to full adviser CRM and software packages, facilities to work from home or office desk space, access to meeting rooms for client appointments, flexible working hours and a structured remuneration package.

Salary and Benefits

Salary guide between 30k and 40k depending on experience.
Auto enrolment pension and 4* salary death in service.

Working in financial services we believe our staff members are equipped to purchase suitable protection products and benefits for their needs with their training and knowledge and access to independent advice. Therefore, we pay as much as we can to allow them to choose their own benefits.

About Lyndhurst

Based in Hertfordshire we are striving to be recognised as the leading independent financial advisers in the area. We have a team of 29 staff across 3 offices.

We use best of breed technology solutions and are innovating further to enhance our client proposition and utilise the latest developments in software integrations allowing us to serve more clients.

We are keen to be part of our community and support many local school events and sports clubs with education and sponsorship.

We are recruiting the best local talent to form long term client relationships offering guidance, advice and support throughout their financial journey.

Harpenden Office

64a High Street, Harpenden, Herts, AL5 2SP

Apply for this job

To apply for this job online just fill out the simple form below and one of our team will get back to you ASAP.

  • Drop files here or
    Accepted file types: jpg, gif, png, pdf, doc, docx, odt, odf.
      Uploaded files may not exceed 10mb. PDF is the preferred file format but we will also accept common Word and Open document formats. If for any reason you are enable to upload a CV or relevant documents please forward it separately to admin@lyndhurstfm.co.uk and explain as such in the field below.
    • Sensitive personal data and Privacy Notice
      As explained in our Privacy Notice there are certain categories of personal data that are sensitive by nature. These categories include: data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership and data concerning health. Depending on the nature of the products and services that you engage us for we may need to obtain your sensitive personal data particularly in relation to health. In the case where we need to process special category (sensitive) data as described above we require your consent by indicating your agreement to the following statement:
      Please view our Privacy Notice on how we store and protect your data.
      Please note that you may withdraw this consent at any time by notifying us at our main business address.
    • Marketing
      From time to time we may wish to contact you to offer additional products or services which may be of interest to you. In order to do this we require your consent by agreeing YES in the options below:
      Please note that you may withdraw this consent at any time by notifying us at our main business address.
    • This field is for validation purposes and should be left unchanged.