Paraplanner

2 Days Old

Job Description

About the Company



mbi Staffing are working with a client based in Hemel Hempstead who require a Paraplanner or experienced admin assistant who is available to work in the office 5 days per week.



About the Role



The role involves supporting financial planners and ensuring that all administrative tasks are completed efficiently.



Responsibilities



  • Assist financial planners with client documentation.
  • Prepare reports and presentations.
  • Manage client communications and inquiries.
  • Ensure compliance with regulatory requirements.


Qualifications



  • Relevant educational background in finance or business.


Required Skills



  • Strong organizational skills.
  • Excellent communication abilities.
  • Proficiency in Microsoft Office Suite.


Preferred Skills



  • Experience in a financial services environment.
  • Knowledge of financial planning software.


Pay range and compensation package



Competitive salary based on experience.



Equal Opportunity Statement



We are committed to diversity and inclusivity in our hiring practices.

Apply
Location:
Hemel Hempstead
Job Type:
FullTime
Category:
Finance And Insurance

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