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:.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Are you a highly organised and motivated professional with experience in financial services?
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.