Paraplanner

Posted 2 January by Berry Recruitment
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Berry Recruitment are currently looking to recruit for a Paraplanner for a financial services client based in St Albans.

Salary is dependant on skills & experience, paying up to £40,000

Our client is looking for a candidate to provide technical administrative support to the Financial Advisers within the firm.

Responsibilities:
-To produce accurate compliant client reports for Financial Advisers
-Assist in updating compliant client report templates
-To collect relevant data in order to complete the reports
-Produce quotations on financial products for comparison
-Processing of investment, pension and protection new business and following the case through to completion
-Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking
-Assist in client meetings when requested
-Type letters and draft routine correspondence
-Complete annual review procedure
-Maintain all necessary systems

Skills and Experience:
-Previous experience within the same role is essential
-Financial Planning qualification or working towards
-Familiar with Word and Excel
-Report writing skills
-Good team player
-Good written and verbal communication skills
-Highly organised
-Able to exercise initiative

If you are interested in this position please apply online, any further questions please contact Freya at the Hatfield Branch.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.

Reference: 36925960

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