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