Technical Paraplanner

Posted 23 January by Berry Recruitment
Berry Recruitment are looking to recruit a Technical Paraplanner for a client based in St Albans.

Working Hours - 09:00am - 17:30pm
Salary - £30,000 - £36,000 depending on experience

Our client is looking for an experienced candidate to join their team to provide technical administrative support to Financial Advisers.

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 the 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

Skill and Experience:
-3 years experience within this or a similar role
-Financial Planning qualifications
-Familiar with Microsoft packages
-Report writing skills
-Good team player
-Good written and verbal communication skills
-Highly organised

If you are an experienced Technical Paraplanner looking for a new opportunity apply now, any questions please contact Freya on

Reference: 34297506

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