Technical Paraplanner - Pensions and Wealth Management

St Albans, Hertfordshire
26 Nov 2020
18 Dec 2020
Job Title
Finance Assistant
Industry Sector
Accountancy, Banking / Finance
Contract Type
Full Time

Technical Paraplanner required to work for a leading Wealth Management and Independent Financial Advisory company in the St Albans area.

You will support the Financial Planners with a range of administrative duties including reporting, analysis of data, researching data, preparing financial plans and assisting with any FCA issues. You will form part of a very busy and talented team of paraplanners and will have the opportunity to continue to study for your paraplanning diplomas or chartered status.

You will already be working in a paraplanning role and have a solid knowledge of both Pension and Investment products.  The role offers lots of opportunity for progression and sponsorship to complete your diplomas. 

You will be a natural team player who wants to work in a fun, sociable and work hard-play hard environment.  You will be a strong communicator who is capable of building client relationships and can deal effectively with all range of queries both on and off the phone.    

Our client will offer a competitive salary and a range of generous company benefits.

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