Paraplanner

  • Your consultant: Connor Eden

    Connor has a wealth of experience within the finance sector, having worked for a very prestigious agency in London – he now heads up our financial services desk here at Athena.

    Have a read of what Connor says about himself:

    “I’m a very strong minded and assertive character with a passion for sales. Now as one of the line managers at Athena, I thrive on giving a high class service to both clients and candidates – which I believe is just as important as the outcome.

    In my free time, I teach football to my local youth team, as well as go and watch the team I support, Liverpool, at their home ground as often as I can.”

    Connor Eden - Branch Manager and Head of Financial Recruitment

Paraplanner

Industry:
Financial Services
Job Type:
Permanent
Location:
St Albans, Hertfordshire
Salary:
£35,000 - £40,000 per annum (+ quarterly bonus)

Key Skills:

Financial Advisors, Compliant, Annual Reviews, Investment, Pensions

Job Description:

Paraplanner

Salary: £35,000.00 to £40,000.00

Bonus: Approx £950 per quarter

Job Types: Full-time, Permanent

Role:

  • To produce accurate compliant client reports for Financial Advisors
  • Assist in updating compliant client report template
  • 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/competencies:

  • Familiar with Word and Excel
  • Report writing skills
  • Good team worker
  • Good written and verbal communication skills
  • Highly organised
  • Able to exercise initiative

Qualifications:

  • Essential - Educated to GCE'A’ Level, GCSE English, GCSE Maths
  • Financial Planning qualifications

Experience -

  • Three years office experience including at least two years in a similar role/working environment

Interested in this vacancy?

Call us on: 01376 310740

Send us your CV: connor@athena-recruitingservices.co.uk

Financial Services vacancy list