Paraplanner | St Albans | £35k-£45k

Red Door Recruitment; St Albans; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in financial advisory is looking for an experienced Paraplanner to join their team. This role offers the opportunity to work closely with advisers, providing high-quality support throughout the financial advice lifecycle. You will be part of a collaborative environment that emphasizes personal development and professional growth. With a focus on delivering exceptional customer service, you will help prepare recommendations and maintain client files. This position not only promises a fulfilling career in Wealth Management but also offers a range of benefits including a pension scheme and private medical insurance.

Benefits

Pension Scheme

Life Insurance

Private Medical Insurance

Free Car Parking

Comprehensive Training

Professional Development

Qualifications

• Minimum of 2 years’ experience in a paraplanning or similar role.
• Ability to comply with defined business processes and achieve outcomes.

Responsibilities

• Assist advisers in the delivery of the financial advice lifecycle.
• Prepare client files and recommendations for meetings.

Skills

Financial Planning

Customer Delivery

Attention to Detail

Multitasking

Education

Level 4 CII Equivalent Qualifications

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

We are recruiting for a local, successful, and trusted financial advisory business

We are a financial advisory business providing expert advice on all areas of financial planning.

The company operate a team ethos and will surround you with the right support and development to ensure that your knowledge and skills allow you to become the best version of you.

We are seeking and experienced Paraplanner that will assist their advisers with support that is of the highest quality and delivered efficiently.

The ideal candidate is passionate about financial planning and customer delivery. Ideally you are currently doing a similar role and have been for at least the last 2 years. You are at least part qualified at Level 4. You must be motivated to build a successful career in Wealth Management.

What’s in it for you:

· Hours: 9-5.30pm – office based

· Pension scheme – match your personal contributions between 4% and 7%

· Life insurance – life cover at 4 times your salary

· Wellbeing –private medical insurance, subject to eligibility criteria

· Free car parking – you will need to have a clean driving licence and your own car

· Working with people who care about you developing and being great

· Working with great clients

· Comprehensive training and professional development

· Developing you to be the best version of you that you can be

Key responsibilities:

You will assist advisers in the delivery of the financial advice lifecycle through:

· Preparation for client meetings and post-meeting documentation

· Preparation and maintenance of client files

· Preparation of recommendations and suitability reports

· Implementing agreed recommendations

· Keeping your knowledge and skills relevant and fit for purpose

We are looking for:

· Minimum of 3 Level 4 CII equivalent qualifications

· Minimum of 2 years’ experience within a paraplanning or similar role

· Ability to comply with defined business processes

· Ability to achieve agreed outcomes without supervision

· Very high attention to detail and strong accuracy – ability to get it right first time

· Ability to multitask and prioritise effectively

· Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook)

· You will need to have a clean driving licence and your own car

Red Door Recruitment is committed to encouraging equality, diversity, and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website.

Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.