Experienced Paraplanner

Posted 31 July by REED Insurance Easy Apply Featured
Experienced Paraplanner

Working within a Nationwide Financial Planning business

To work alongside businesses Advisers, Paraplanners and Administration to provide an excellent report writing service. Ideally you with hold the Diploma in Financial Planning/ be a exam or two away from achieving.

- Propose recommendations
- Extensive analysis of clients data
- Obtain required quotes and illustrations
- Provide recommendations where needed
- Report writing

- Experience using Adviser Office
- Use of initiative
- Organised with excellent time management

Chez Rudiak welcomes a chat to discuss the above role further at chez.rudiak@reedgloblal.com/ 02380 828 606 or please apply online today!

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35756482

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