Full job descriptionJob Title: Paraplanner
Industry: Financial Planning
Location: St Albans
Salary: up to £50,000
Job Reference: 10592
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in St Albans.
Our client is a highly successful Financial Planning and Investment Management firm who look over £1.6 billion AUM with clients across the UK. They are going from strength to strength and aren’t slowing down so are looking for a Paraplanner to join their back office team. You will work alongside other paraplanners to provide technical support to the Advisers and ensuring the best outcomes for clients.
Duties:
*Preparing and drafting suitability reports
*Building and maintaining cashflow models
*Attending client meetings where required
*Work closely with the administration team to maintain accurate documents and back office systems
Benefits:
*Competitive salary of up to £50,000
*25 days holiday
*+/- 5 days buy/sell scheme
*5% pension contribution
*Discretionary bonus scheme
*Flexible working hours
*Ample opportunity to progress in whatever way you want
*Truly supportive working environment
Skills and experience required:
*Experience working in a Paraplanning position
*Level 4 Diploma, working towards may be considered
*Good knowledge of UK products and market