Paraplanner
Job 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 ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!