Paraplanner – St Albans, Hertfordshire

recruitukltd Salary: £30,000 - £40,000 + benefits

Are you looking to join a financial planning practice that have a trusted presence in their local community? That provides honest and independent advice in it’s most simplest form for clients’ to understand and make informed decisions.  If that’s you then we should have a discussion about my client in Hertfordshire as they are expanding and seeking experienced Advisor support staff to join them.


The role is to provide technical support to their advisors, producing accurate and compliant client reports, to collect relevant data and quotations to provide comparisons for the reports, to process all new business as well as maintain all systems accurately.


To be considered for the role you will need to have worked in an IFA environment previously  (2-3 years) and have provided a similar level of support to Advisors.  You will need to be an experienced report writer with excellent written and verbal communication skills, be a team player with a high level of organisation.  Ideally you will be diploma level 4 qualified in financial planning or have gained some qualifications towards it.


In return you will receive a generous and competitive salary as well as an annual bonus and benefits.


For more information on this role, please contact Louise Sheppard on 01179-170411. Quote reference 12316

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