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.
Elevate Your Career as a Paraplanner at a Leading IFA Firm!
We are seeking an experienced, high-calibre Paraplanner to join our clients dynamic team in St Albans.
If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you!
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 • £42K/yr to £45K/yr
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner.
They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
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.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?