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Home Based or Office Based Paraplanner (Marlow)

Posted 5 February by Reed Insurance Featured Ended
My client, a very successful Wealth Planning Practice based in the Bucks area is actively looking to recruit a wealth Planning Paraplanner to work either home or Office based.  They are a thriving practice who reward candidates for their skill and Technical experience.   The main purpose of the role will be to write Technical Wealth Planning reports on behalf of the Advisers.  From a wealth planning background you will be able to hit the ground running immediately. 

The main purpose of the role will be as follows:-

- Writing Technical HNW reports
- Fact finding on products Via the Insurance Companies
- Producing reason why letters and carrying out all the Technical Research required to fulfill the role. 

To be considered you must be able to demonstrate the following:-

- Full Diploma Qualified
- Currently Carrying out a Technical Paraplanning Role
- Keen to work alongside very successful Wealth Planning HNW Advisers

In return for your skills within Paraplanning our Client offers a Fantastic Benefits package to complement your experience. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33710813

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