Paraplanner / Trainee Paraplanner - St Albans - £40k

Paraplanner / Trainee Paraplanner – St Albans - £40k

This is an exciting opportunity for a Paraplanner or trainee Paraplanner who must have Financial Planning qualifications or working towards them, to join a talented team within a highly successful independent financial adviser based in the St Albans 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 or Trainee 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 Mark Chaumeton of CV Screen in strict confidence. CV Screen is the Recruitment Agency managing this vacancy.

Summary:

Paraplanner or Trainee Paraplanner

Financial advisers

Based in the St Albans area