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Paraplanner
- Pontypool, Gwent
- £24,000 - £28,000 per annum, OTE
- 6 applications
- Job type: Permanent, full-time
- Date:
- Reference: 20972211
Organisation Description
My Client has over 50 years experience giving advice to clients on a wide range of financial matters to both private and corporate individuals
Job Description
We are seeking a proactive, self motivated, experienced and qualified Paraplanner to support the director. Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.
Key duties include:
• Manage and prioritise your Consultant’s client work
• Carryout technical research to meet the clients needs
• Produce compliant suitability reports
• Provide technical support to dedicated Consultant
• Process client queries
• Manage client reviews and maturities
• Performing any other tasks required as delegated by the Consultant
Person Specification
Qualifications & skills:
• Dip PFS or within 1 paper
• Working or recently worked in a similar role or environment
• Understanding and working knowledge of;
o Personal taxation & tax fundamentals
o Taxation of investments
o Investments products
o Protection products
o Retirement products
o Trust & Wills
• Excellent organisational skills
• Ability to work under pressure and to deadlines
• Excellent interpersonal skills
Reed Specialist Recruitment Limited is an employment agency and employment business
My Client has over 50 years experience giving advice to clients on a wide range of financial matters to both private and corporate individuals
Job Description
We are seeking a proactive, self motivated, experienced and qualified Paraplanner to support the director. Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.
Key duties include:
• Manage and prioritise your Consultant’s client work
• Carryout technical research to meet the clients needs
• Produce compliant suitability reports
• Provide technical support to dedicated Consultant
• Process client queries
• Manage client reviews and maturities
• Performing any other tasks required as delegated by the Consultant
Person Specification
Qualifications & skills:
• Dip PFS or within 1 paper
• Working or recently worked in a similar role or environment
• Understanding and working knowledge of;
o Personal taxation & tax fundamentals
o Taxation of investments
o Investments products
o Protection products
o Retirement products
o Trust & Wills
• Excellent organisational skills
• Ability to work under pressure and to deadlines
• Excellent interpersonal skills
Reed Specialist Recruitment Limited is an employment agency and employment business
