Recruit UK are working with an esteemed financial planning firm in St Albans who are looking to add a paraplanner to join their team.
This company have had the confidence to challenge conventional practice methods and do things differently. They offer transparency to clients, support and continually help develop their staff professionally.
This multifaceted role will involve collaborating closely with financial planners, creating cashflow forecasts, writing suitability reports and conducting research.
This is an excellent opportunity for a paraplanner to join an alternative thinking company.
Key Responsibilities:
* Conduct in-depth research and analysis on financial products and strategies
* Prepare detailed reports, including cash flow forecasts and recommendations
* Assist in the development of financial plans tailored to individual client needs
* Ensure all client documentation is accurate and compliant
* Support advisers in client meetings (if required) and manage follow-up actions
What is on offer?
* Employers pension contribution
* Competitive salary Up to £45,000(depending on skill set and experience)
* Generous holiday
* DIS
* Opportunity to work in a Chartered financial planning firm
Skills and experience required:
* 3 years plus experience as a paraplanner
* Level 4 Diploma Preferred but not Essential.
* Chartered if possible
* Exposure to different software’s, systems and technologies
* Excellent verbal and written communication skills
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