LEAD PARAPLANNER

Posted 8 February by Reed Insurance Ending soon
Im recrtuiting for an 5* Chartered IFA practice that has now the opportunity to take on another Paraplanner this would be in a Lead /Senior Capacity.  This company really is exceptional, beautiful offices with a strict policy on work/balance ( in a good way ) 

The Para-planner’s role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows:

• Undertake valuations and valuation summaries.

• Package adviser reports.

• Complete investment strategy documents and prepare as appropriate advisers’ suitability letters, LPA work, Wills and Probate work, SIPP reviews, and shadow report writing.

• Keep product and fund knowledge and application through investment strategies up to date, in order to select appropriate products for clients’ needs and circumstances.

• Takes responsibility and ownership of a client panel.

• Preparation for meetings, assisting the adviser in anticipating a clients’ needs and requirements.

• Client liaison, providing information where required and meeting general levels of service that the company adheres to.

• Appropriate research completed and on file to support any recommendations made by an adviser.

• Undertaking bespoke research and analysis when required.

1. Experience of Para-planning/Financial services administration
2. Certificate qualified
3. Diploma qualified
4. Existing examinations towards achieving Diploma qualification or the desire to complete the examination to become qualified


Knowledge/Understanding Essential Desirable

1. Working Knowledge of Excel and MS products
2. Knowledge of Financial Services
3. Knowledge of Iress / Watermark programs
4. IT literate

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33916859

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