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About the Role
Senior Financial Services Administrator / Paraplanner
Paying 30k to 45k Depending on Experience
St Albans Hertfordshire
An excellent opportunity exists to join this small family team in St Albans. It is an immediate opportunity therefore please do not hesitate in forwarding your cv for earliest consideration
Parking on site or paid for in local car park. Office based, one day work from home after probation. Small team and a Lovely office to work in.
• Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.
• Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.
• Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.
• Assist with pension and investment ...
Paying 30k to 45k Depending on Experience
St Albans Hertfordshire
An excellent opportunity exists to join this small family team in St Albans. It is an immediate opportunity therefore please do not hesitate in forwarding your cv for earliest consideration
Parking on site or paid for in local car park. Office based, one day work from home after probation. Small team and a Lovely office to work in.
• Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.
• Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.
• Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.
• Assist with pension and investment ...
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