Job Description
We are currently recruiting for a Financial Planning practice based in St Albans who are looking to recruit a Paraplanner.
Location: St Albans(Office based, post probation - 2 wfh day per week)
Hours: Full-time (Mon-Fri) 9am – 5:30pm
Overview
The paraplanning team consists of paraplanners, administration staff and trainee advisers. Some of the team are split into pods (smaller sub-teams) and others have a centrallised approach to work items. Administrators within the team fall into the centrallised position, to assist with work which falls across all pods. Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Your role will involve working as a paraplanner within the team to ensure the following roles are completed. You will be linked to advisers which are subject to change.
Main Paraplanning & Administration...