There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast.
This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.
This company keeps going from strength to strength, with awards won, and further acquisitions and mergers lined up for 2024.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.
They would like another friendly individual to join them, where you can have fun and grow.
This company prides itself on the amazing culture they have developed over the years.
A prominent Surveying and Architectural Consultancy is seeking a resourceful and proactive Personal Assistant to join their dedicated and professional team in Hertfordshire.
The successful Personal Assistant will provide essential support to the Clinical Occupational Therapist and the Property Lead.
Why Consider This Opportunity
This company fosters a collaborative and supportive environment, where team members are trusted to manage their responsibilities independently, free from micromanagement.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.