Our client a well established and good size Financial Planning business is now looking for an experienced sales support/Paraplanner based in St Albans. You will provide technical support to their top advisers and clients and have good Investment and Pensions knowledge.
The successful candidate will be an experienced sales support/paraplanner, confident in dealing with HNW clients, with a first class track record in providing sales support to advisers. You will be working towards your CF exams with strong knowledge of the industry.
This is an ideal role for a Senior Admin person with some or very little exposure to report writing but want to now develop into full blown Level 4 Paraplanner. This business will support you though exams and training.
- Financial Services