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Office Manager/PA/Paraplanner - St Albans £25K-£30K

Posted 24 January by Select Appointments Ended

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:

  • Answering calls

  • Post distribution

  • Diary management

  • Typing

Paraplanner responsibilities include:

  • Checking all paperwork is compliant

  • Data entry

  • Liaising with product providers & clients

  • Arranging meetings

  • 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


Required skills

  • Administrative
  • Paraplanning

Reference: 34305713

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