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Location - St Albans
Salary - £60,000
A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm.
As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include:
- Receiving debriefings from the Advisor's post meeting and actioning required tasks
- Analysing and interpreting data when researching to provide appropriate solutions
- Provide records to support the undertaken research
- Draft suitability reports and client illustrations
- Undertake Fact Finds and provide suitability reporting
- Work on recommendations with the Directors and Financial Planners
Requirements
- You should ideally have 2+ years’ experience as a Paraplanner
- You must have a clear understanding of the financial planning process
- You should be able to produce professional reports
- You should hold Level 4 Diploma in Financial Planning or close to achieving this
- You must have excellent technical knowledge
This is an excellent opportunity to join a well established Financial Planning firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.
If this role sounds of any interest to you, please got in touch for more information.
