Financial Paraplanner - Life Insurance - St Albans

Spencer Bull Recruitment Limited; England; Remote; GBP 30,000 - 40,000; Part time

Job summary

A growing insurance company based on the outskirts of St Albans is seeking a part qualified or fully trained Paraplanner. This remote role involves maintaining client files, undertaking research, and supporting compliance and client administration. Candidates should have 1-2 years of paraplanning experience and a Level 4 qualification or CII certificate. In-house training will be provided, and an immediate start is available.

Benefits

In-house training

Opportunity for additional qualifications

Qualifications

• 1-2 years of financial paraplanning experience required.
• Excellent eye for detail essential.
• Ability to support compliance and client administration.

Responsibilities

• Maintain client files and undertake research using analytical data.
• Build strong client relationships.
• Be involved in compliance and general client administration.

Skills

Attention to detail

Client relationship building

Analytical skills

Education

Level 4 qualification or CII in paraplanning

Job description

A fabulous opportunity for a part qualified or fully trained Paraplanner to work for a rapidly growing insurance company based on the outskirts of St Albans. This is a brand new role due to company expansion and you will be supporting in all areas of life insurance policies.

Responsibilities include maintaining client files, undertaking research by using analytical data, building client relationships and being involved in aspects of compliance and general client administration.

You will have an excellent eye for detail coupled with 1-2 years financial paraplanning experience and have a level 4 or a CII in paraplanning qualifications. The role will largely be remote with monthly team meetings in St Albans or Farringdon.

In house training will be given and will include the opportunity to further your career by taking additional industry-recognised qualifications.

Immediate start!