Paraplanner

Recruiter
Reed Insurance
Location
Bromsgrove
Salary
40000.00 GBP Annual
Posted
15 Jun 2018
Closes
30 Jun 2018
Contract Type
Permanent
Hours
Full Time
An exciting opportunity has become available for a bright professional to join a highly successful and prestigious IFA firm as a Senior Paraplanner.

My client are a nationwide firm of Independent Financial Advisers advising across a range of financial products including, Investments, Personal Pensions, Corporate Pensions, Protection, Mortgages and Life Assurance. The firm are set for more growth plans this year and early next year with a few business acquisitions lined up. They are currently seeking an experienced Senior Paraplanner to join their established team.

Your responsibilities will include:

-To prepare complex financial planning reports within the set service level agreements of the firm
-Participating in and delivering financial research on products and investments and products
-To communicate with IFA's on a regular basis in order to gain sufficient information on client cases and updates
-Preparing and delivering bespoke investment reports to clients through the analysis of existing investment portfolios
-Developing knowledge and technical understanding of all financial planning concepts

The experience you need:

-Diploma in Financial Planning
-Experience of working in an IFA environment
-Attention to detail and a high level of accuracy
-A high standard of written and numerical skills.
-Experienced in using Microsoft Office

Reed Specialist Recruitment Limited is an employment agency and employment business