Paraplanner

Paraplanner

Industry:
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: reception@athena-recruitingservices.co.uk

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