Paraplanner (Career Driven Individual) - St Albans - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My Client, an independent firm of Financial Advisers, based in the St Albans area are now due to their success looking to offer this opportunity to an experienced Paraplanner either on a full or part time basis to be based in the St Albans Office.

Opportunity Highlights

Excellent opportunity for a Paraplanner to develop their technical reporting skills.
Perfect opportunity to join the firm at a significant time of expansion offering definite career development.
Supporting an establishes team of Advisers.
Working with Private Clients, Trustees and Business owners
Advice is provided across Pensions, investment, Trust, Tax planning.
Assist with Client reviews, ongoing suitability, suitability reporting, for new business, research work along with cashflow planning.
Ideally you will be CII Level 4 Qualified or close to achieving this status.
Opportunity to either be employed on a full or part time/reduced hour basis.