We are currently recruiting for a Financial Planning practice in St. Albans who are looking to recruit a Junior Paraplanner to help support the Financial Planners.
The Paraplanner will be shared by four consultants and work alongside the admin team.
Description
Job description
A highly motivated and enthusiastic individual with some/several years of extensive experience gained working within the financial services industry. Preferably has taken some qualification exams in 'RO' and 'JO' papers to get the appropriate qualification as necessary.Current role consists of being split between paraplanning and investment so that they can gain exposure to multiple sides of the business and assist where necessary. For the Investments, they will learn to conduct MIFID II Annual Reviews. This includes showing the client how their investments have performed over the last year and how their portfolios meet their attitude to risk and re...