Paraplanner

Recruiter
Alfred Recruitment Llp
Location
St. Albans
Salary
£30,000 - £39,999
Posted
12 Oct 2019
Closes
15 Oct 2019
Ref
1267246459
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Position: Paraplanner
Industry: Financial Services
Salary: £35,000 - £38,000 (negotiable)
Location: St Albans, Hertfordshire

Company:

This is a medium sized Chartered IFA practice that provides Personal Financial Planning and Corporate advice to clients across the UK from several regional offices.

Established for over 20 years this IFA practice has always focused on providing a client centric approach to their advice and as a result has grown organically over the years.

Position:

Due to the growth of the advice team this chartered IFA would like to welcome an experienced Paraplanner to join the back-office support team in the St Albans office.

This position will provide the opportunity to directly support an IFA holding Chartered Fellow status with a diverse range of technically challenging cases for their HNW clients.

What's on offer:

  • Provide dedicated support to an IFA (Chartered Fellow)
  • Opportunity to work on a diverse range of technically challenging cases
  • Exam support towards Advanced diploma
  • Flexible hours and on-site parking
  • Social office environment with a friendly team
  • Exam support and future progression opportunities

Requested experience:
  • Hold level 4 Diploma (industry experience will also be considered)
  • Previous experience providing Paraplanning support to Advisers
  • Broad technical knowledge of financial services and products
  • Experience of DB Transfers (advantageous)

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