About the Company
mbi Staffing are working with a client based in Hemel Hempstead who require a Paraplanner or experienced admin assistant who is available to work in the office 5 days per week.
About the Role
The role involves supporting financial planners and ensuring that all administrative tasks are completed efficiently.
Responsibilities
* Assist financial planners with client documentation.
* Prepare reports and presentations.
* Manage client communications and inquiries.
* Ensure compliance with regulatory requirements.
Qualifications
* Relevant educational background in finance or business.
Required Skills
* Strong organizational skills.
* Excellent communication abilities.
* Proficiency in Microsoft Office Suite.
Preferred Skills
* Experience in a financial services environment.
* Knowledge of financial planning software.
Pay range and compensation package
Competitive salary based on experience.
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.