Trainee Paraplanner (St Albans)
You'll be working for an established provider of independent financial advice at the head office in St Albans. The company has four branches in total with over 30 employees.
Working in conjunction with IFAs and the administration team, you'll provide support to the team with responsibilities such as report writing, product research, liaising with clients, asset allocation and assisting the IFAs with diary management.
In order to apply for this role you must have a minimum of two years administration or paraplanning experience working for a financial adviser firm dealing with investments,pensions and protection as well as be R01 qualified or equivalent as a minimum. Full support will be provided in terms of training and achieving future qualifications.
Salary negotiable from £30,000 to £35,000 depending on qualifications and experience.