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Senior Paraplanner - St Albans

  • Location

    St Albans

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £45,000 - £60,000 per annum

  • Email:

    olivercliffe@gcbrecruitment.co.uk

  • Job ref:

    GCBOC111

  • Consultant:

    Oliver Cliffe

  • Published:

    8 days ago

  • Expiry date:

    2019-01-05

The client is a well-established and trusted name in Financial Services across the region. They have a wealth of clients seeking financial planning advice across Hertfordshire and London areas and are seeking a Senior Paraplanner to join their busy St Albans branch. In this position you will be required to manage the Paraplanning, Administrator team and support the financial advisors.

Responsibilities:

  • Reporting to the Directors
  • Supporting all Financial Advisors on staff.
  • Researching products and producing detailed reports for presentation to the client
  • Managing a busy workload to tight timescales
  • Management and training of paraplanning and Administrator team

Requirements:

  • Level 4 diploma is essential
  • Chartered Status is preferred, but not essential
  • Must be experienced with Inheritance Tax, Pension Transfers, Discretionary Fund Management cases
  • Proven track record of performance
  • Need to be analytical
  • Good experience of client contact
  • Clear communicator

Salary/Package: £45,000 - £60,000 per annum

Working Hours: 9am - 5:30pm Monday to Friday