Published
7th October 2021
Location
St.Albans
Job Type
Salary
£30,000-£40,000

Description

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
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