DYNAMIC FINANCIAL PARAPLANNER

DYNAMIC FINANCIAL PARAPLANNER TO 45 PLUS BONUS + FABULOUS BENEFITS St Albans, Hertfordshire A fabulous opportunity for a part qualified or fully trained Paraplanner to work for a dynamic and highly successful wealth management company based in central Marlow. Supporting financial advisors in all areas of the financial planning process, you will be responsible for 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 enjoy a busy, fun and collaborative team environment and want to be a key member of a very successful company.  You will have an excellent eye for detail coupled with 1-2 years financial paraplanning experience. You will hold level CII Level 4 Paraplanning Qualification. Further in-house training will be given and an opportunity to further your career by taking industry recognised examinations funded by the company Immediate start!