Junior Paraplanner

Accountancy Divisions Limited
Saint Albans
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Junior Paraplanner

St Albans


This rapidly expanding wealth management company based in Hertfordshire are looking for an administrator who already has some basic paraplanning experience to join their team. As a company they offer at rue holistic service with honest solutions to help their clients achieve financial goals. in the marketplace. If you are an experienced administrator, wishing to develop your career as a Para planner in an enterprising environment then this could be the opportunity for you. Key Responsibilities will be

  • Supporting the Financial Planners in research and analysis to meet Client needs and objectives

  • Supporting the Financial Planners in preparing Client financial plans and suitability reports

  • Promoting the profile of the business within the profession and wider communities

  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

  • Preparing and compiling financial analysis data

  • Compiling financial planning recommendations and suitability reports

  • Providing support for the Financial Planners compliance standards are met

  • Liaising with product providers and other relevant third parties

  • Assisting the Financial Planners with Client presentations and any other activities as agreed

  • Preparing applications for submission.

    Ideally you will be part way through your Diploma (support provided) with at least two years’ financial services experience.