**Experienced Paraplanner**

Posted Yesterday by Reed Insurance Featured
My client are a multi-national Independent Financial Adviser, who since making a recent acquisition, now hold over £1billion Funds Under Management. They specialise in providing quality advice across Pensions, Investments, IHT, Tax Planning, Life Assurance, Estate Planning and Protection Policies.

They are seeking a qualified experienced Paraplanner to join their team in Birmingham.

Your key responsibilities are:

• Deliver high quality reports in a timely manner to our clients, attending client meetings as and when required.
• Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets.
• Ensure cases are referred to Planning Standards/Manager where appropriate to mitigate risk to the business and ensure quality is maintained.
• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
• Assist with any new business initiatives, as required.
• Proactively identify improvements for the continuing progression of the team.
• Assist with research and surveys.
• Participate in project work where applicable.

Skills and Experience needed:

- Diploma Level 4 is ideal or working towards, with a desire to work towards Chartered Status
- Detailed knowledge of Financial Services products
- Effective Research analysis experience
- Excellent verbal and written communication skills

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you an experienced Paraplanner?
Are you willing to work towards Chartered status?

Reference: 33555940

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