Paraplanner - Aylesbury

Posted 5 days ago by Reed Insurance
My client a very successful Wealth Planning IFA in Buckinghamshire, is actively looking to recruit a skilled Wealth Planning Level 4 Qualified Paraplanner to join their successful HNW Practice.  To be considered you must be able to hit the ground running and eventually you may well be able to take over the clients if this is an area you would consider.  From a Wealth Planning IFA background you will be supporting a very successful Adviser and your ability to write technical reports will be excellent.  The client rewards Talent and you will be recognised for your skills an ability and duly rewarded. 

The main duties will involve the following:-

- Writing Technical reports on behalf of HNW Clients
- Support a very successful prestigious Financial Adviser in offering an excellent service to clients
- Doing fact finds and ensuring clients policies are dealt with compliantly and professionally

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

- Level 4 Diploma Qualified within Wealth Planning
- Currently writing Technical Paraplanning Reports for High Net worth Wealth Planning candidates

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currenlty Level 4 Diploma Qualified within Paraplanning?
Are you writing very technical wealth plannning reports?
Are you a financial Adviser looking to move into Paraplanning?
Are you working within a HNW IFA in Paraplanning or Senior Paraplanning?

Reference: 33629491

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job