Paraplanner - St Albans

Posted 1 week ago by Reed Insurance Easy Apply Featured
A prestigious independent financial advisory based in St Albans are looking to recruit an experienced Paraplanner to join their team.

The firm want someone who wishes to pursue a long term career as a Paraplanner.
You must hold DipFS or at least studying towards it, and at least 3 years experience as a Paraplanner.

Job specification:

• To provide financial advisers with necessary documentation and financial analysis to ensure the firm can satisfy clients’ needs in accordance with the firm’s regulatory obligations.
• Research products available in the market, selecting those that are most appropriate for the client’s financial needs, priorities and overall financial position.
• To complete all new business in a timely manner in accordance with company’s SLAs to ensure clients’ requirements are satisfied.
• Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role.
• Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations.

If this is for you, please apply!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33782048

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