Paraplanner - £30-35k - St Albans
A well established and reputable company in St Albans requires an experienced Paraplanner to join their team. The successful candidate will provide accurate technical administrative support to Financial advisers.
The main duties will be-
- Produce compliance client reports for Financial advisers
- Collect relevant data in order to complete the reports
- Produce quotations on financial products for comparison
- Processing of investment, pension and protection- following the case through to completion
- Assist in client meetings when requested
- Typing letters and routine correspondence
The ideal candidate will have the following-
- Report writing skills
- Good written and verbal communication skills
- Financial planning qualifications is a MUST.
- Working experience in a Paraplanner role.
- Good team player
Tate is acting as an Employment Agency in relation to this vacancy.
This job was originally posted as www.totaljobs.com/job/80664341