You will be required to provide technical assistance for Advisers. To assist the Advisers in the procurement and processing of new business and the servicing of existing clients, adhering to strict FSA regulations and internal policy and procedure.
The role will be working in the Paraplanning team, using existing knowledge and experience to write suitability reports and conduct research as required to support recommendations.
Applicants should have technical and product knowledge, including pensions.
Awareness of markets and industry regulations are essential. Strong written and oral communication skills, including the ability to listen and follow instruction effectively are extremely important. Good planning and organising skills and being able to manage multiple tasks effectively are also essential to the role.
The ideal candidate will be an experienced Paraplanner, and will ideally hold or be working towards their Level 4 Diploma qualification.
Salary is dependent on experience
Reed Specialist Recruitment Limited is an employment agency and employment business
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