Paraplanner - St Albans
Would you like to work in a fun, friendly environment?
Are you from a financial services background with experience in Paraplanner, dealing with providers, clients and IFA’s, fact finding and using financial analytics?
You will be liaising with clients regarding any queries
Follow-up calls for reports that have been sent out
Contacting providers to get policy specific information
Preparing client reports and much more!
If this sounds like you , we want to hear from you, Apply Today!!
- Fact Finding
- Financial Services