Office Manager/PA/Financial Administrator
Looking for a varied role? Which includes providing P/A support to advisors & provide Paraplanning support to investment advisers, working for a small independent firm of financial planners in St Albans.
PA responsibilities include:
Paraplanner responsibilities include:
Checking all paperwork is compliant
Liaising with product providers & clients
Preparing reports ready for sign up
You will have experience in paraplanning and administration, with knowledge of industry, technical and professional developments including Data Protection legislation, use of HRIS and payroll systems.
If this sounds like you, apply today