Job Description
Our clients are a highly successful Chartered Wealth Management firm based in St Albans who require a technical Senior Paraplanner to join the team. They have several offices based in the region.
Going from strength to strength, you will be joining a brilliant small team, helping to mentor and train junior members of the team on occasion.
They provide independent financial advice, planning, and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and company-specific financial advice.
They have over 25 advisors, so you will be joining a very well-established team.
Paraplanner responsibilities:
* Provide high-quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics.
* Represent the company professionally with honesty and integrity at all times.
* Construct recommendations and technical reports (reasons why & suitability letters).
* Research and process technical matters through to implementation/dispatch.
* Ideally fully qualified or nearly there.
Excellent salary and benefits. Hybrid working available.
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