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.