We are currently recruiting for a Financial Planning company based in St.Albans who are looking to recruit a Paraplanner to join their team. They are looking for someone who has good Paraplanning experience and has completed or working towards the Level 4 Diploma.

The main purpose of this role is to provide technical administrative support to Financial Advisers.

Main Activities:

• To produce accurate compliant client reports for Financial Advisers
• Conduct relevant and compliant research for new business and collate into a readable summary for the adviser
• Processing of investment, pension and protection new business and following the case through to completion
• Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking
• Type letters and draft routine correspondence
• Maintain all necessary systems
• Calculate any tax liabilities when the scenario arises during any recommendation

Skills/competencies:

• Familiar with Word and Excel
• Report writing skills
• Good team worker
• Good written and verbal communication skills
• Highly organised and able to multi-task
• Able to exercise initiative
• Experience in True Potential, FE Analytics and Cash Calc where possible

Qualifications:

• Essential – Educated to GCE ‘A’ Level, GCSE English, GCSE Maths
• Level 4 Diploma qualified or working towards

Experience:

• Five years office experience including at least two years in a similar role/working environment