Junior Paraplanner

2 weeks ago

St Albans, United Kingdom Financial Divisions Full time

Full-Time, Career Progression, Full study support plus excellent benefits and hybrid working My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire. The business has very ambitious plans to expand and grow organically and they are looking to take on either a Fully Diploma Qualified Paraplanner or Junior Paraplanner that is working towards their diploma . The firm has experienced impressive expediential growth over the last 15 years. Our client boasts a family supportive environment as well as the opportunity to progress and grow your career. They have long standing relationships with their clients and are valued members of their community. Working closely alongside the firms Pension Specialists and Financial Planners, knowledge pensions and drawdown contracts would be desirable but is not essential for this position. If you have achieved or are studying towards Diploma in Financial Planning this could be the perfect role for you. Responsibilities include- Junior Paraplanner Attending client meetings with the Advisers Taking detailed notes and then preparing comprehensive suitability reports for follow up client meetings Conducting product research on beha...

  • Junior Paraplanner

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    St. Albans, United Kingdom Financial Divisions Full time

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  • Paraplanner - Route to Paraplanner Manager, St Albans, Hertfordshire, £45,000 - £52,000 (DOE)

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    St. Albans, United Kingdom Brevere Group Full time

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    St. Albans, United Kingdom Financial Divisions Full time

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    Bury St Edmunds, United Kingdom Service Service Employment Agency Limited Full time

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