Technical Paraplanner - Pensions and Wealth Management
- Recruiter
- Spencer Bull Recruitment Limited
- Location
- St Albans, Hertfordshire
- Salary
- TO 35K PLUS BENEFITS
- Posted
- 26 Nov 2020
- Closes
- 18 Dec 2020
- Job Title
- Finance Assistant
- Industry Sector
- Accountancy, Banking / Finance
- Contract Type
- Permanent
- Hours
- 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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