Paraplanner - St Albans - £40k

Recruiter
CV Screen Ltd
Location
Hertfordshire
Posted
11 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner – St Albans - £40k

This is an exciting opportunity for a Para-planner who must have Financial Planning qualifications or working towards them, to join a talented team within an independent financial adviser based in the Hatfield area.

The successful candidate will have the responsibility to produce accurate compliant reports for financial advisers and assisting in updating compliant client report templates.

The candidate will have opportunity to work on cases where they will be processing investments, pensions and protecting new business through to completion.

A salary of up to £40,000 is available for the right candidate who is fully qualified, whilst a part qualified candidate can earn up to £35,000.

- Client –

CV Screen is recruiting for a Paraplanner, for a company who offer great career prospects to their employees.

Required responsibilities / skills:

· Financial Planning Qualifications

· Familiar with Word and Excel

· Excellent report writing skills

· Good written and verbal communication skills

· Highly organised and able to exercise initiative

· Able to work in a team environment

Who will suit this role?

This is an excellent opportunity for an experienced Paraplanner or someone with some office experience with financial planning qualifications or working towards them.

Salary:

Up to £40,000 – fully qualified

Up to £35,000 – Part qualified

Location:

St Albans

To Apply:

Please send your CV to of CV Screen in strict confidence. CV Screen is the Recruitment Agency managing this vacancy

Summary:

Experienced Paraplanner

Financial advisers

Based in the St Albans area

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