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Diploma Qualified Paraplanner - Canary Wharf

Posted 18 May by REED Insurance Easy Apply Featured Ended
IFA based in Canary Wharf are looking to add a Paraplanner to their growing business.

This person will be a key member of the team, providing full paraplanning support to two Advisers and Managing Director.

Typical responsibilities include:

• Providing full support to the sales process, from initial contact with the client through to the end process.
• Work closely with the compliance team.
• Communicating with both clients and providers.
• Achieving paraplanning and adviser targets.

The successful candidate will have completed the Diploma in Financial Planning and come from an IFA background. Knowledge of relevant Investment and Pension products is essential.

If you’re interested in exploring this opportunity further then please apply below or email your CV to Christopher.Goss@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34565986

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