Paraplanner

Paraplanner Radlett £30K-£45K depending on experience
9am – 5pm (Part Time will be considered)

This well respected firm of financial advisors are looking to recruit an experienced Level 4 Paraplanner to join the business during an exciting period of growth. The role is office based in Radlett.

About the role:
• Submitting new business via paper based or online applications
• Pipeline management & new business tracking/completion
• Filing and retrieving client information & documents
• Act on instructions during debriefings from advisers following client meetings
• Analyse data, use research tools & provide reports
• Prepare necessary paperwork, for use by the advisers as part of client meeting
• Ensure all client files are compliant on an ongoing basis

About you:
• Level 4 Qualified
• Efficient
• Organised
• Detail orientated

Sounds like you?
We want to hear from you. Give Carmel a call or apply today!

Job Summary

Job Title Paraplanner
Location Radlett
Job Type Permanent
Salary £45k
Last Updated 08/11/2019
Reference SF47395
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