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Paraplanner

  • Location:

    St. Albans, Hertfordshire

  • Sector:

    Admin & Secretarial

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum

  • Contact:

    Jessica

  • Contact email:

    jessica.davies@brookstreet.co.uk

  • Job ref:

    ALB/690970JDJD_1559665829

  • Published:

    5 months ago

  • Expiry date:

    19/06/2019

  • Startdate:

    29/06/19

Job Description

We`re now recruiting for an exciting new opportunity for a Paraplanner to come and join our team on a full time permanent basis.

You`ll be working with the sales support team providing support to the financial advisers.



Your responsibilities will be;

-To accurately maintain client personal details and policy information on the firm`s back office system

-Assist adviser with preparation of paperwork required for client meetings

-Liaise with adviser, product providers and other third parties to ensure the smooth processing of new business

-Prepare valuations and other necessary documentation required for client review meetings

-Deal with incoming calls and visitors to the office in a professional manner

" General administrative duties including scanning photocopying filing

-Ensure firm procedures and compliance requirements are adhered to

-Assisting the firm with ad hoc project work as required



We`re looking for a candidate with a financial services background, computer literate with great communications skills. Ideally qualified or have started their CII. If that sounds like you we`d love to hear from you.

This is a fill time role Monday to Friday based in the historic town of St Albans.

Paying between £23-30,000 depending on experience. Including 4% Pension and life cover.

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