Paraplanner

Paraplanner – Radlett
£30K-£55K Depending on Experience
You could be working for an established firm of independent financial Advisers who provide high quality solid financial advice and where the client is at the heart of the business. This friendly firm are seeking an experienced Paraplanner to join their team, where they have a robust and growing portfolio of clients.
You will be working with the team of Financial Adviser’s to discuss client objectives, identifying and obtaining relevant information necessary to compile financial reports. You will have solid experience in a similar role.

About the role:
• Preparation of suitability reports and accompanying documentation ready for submission to clients
• Create financial reports for submission to clients
• Support the Financial Advisors where necessary
• Organise and plan future client meetings
• Ensure all information submitted meets FCA guidelines

About you:
• Strong communication skills
• Highly organised
• Motivated
• Team player

If you have Parplanning experience and looking to work in a friendly, forward thinking business, we want to hear from you. Apply today or contact Carmel at Select St Alban to discuss

Job Summary

Job Title Paraplanner
Location Radlett,Hertfordshire
Job Type Permanent
Salary £45k
Last Updated 16/06/2021
Reference SF51394
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