Paraplanner (Cambridge) - Unique Role

Posted 3 days ago by Reed Insurance Featured
My client a well established Unique Financial Services and Wealth Planning Paraplanning Opportunity with a Financial Services Company whose proposition is predominately within SIPP and the clients are predominately clients who have made claims on the SIPP Side and are looking to this established Claims and IFA Company to do new business as a result of their well established and long standing relationship.  There advice is restricted and therefore they can consider a Full Diploma Qualified Paraplanner or someone just a couple of exams away from achieving this.  The environment is fantastic and they client rewards talented individuals and you will be recognised for your skills and ability.   There will be a chance to meet with clients alongside the Advisers and this is an incredibly good opportunity. 

The main duties will be to write reports and research products on behalf of the clients, offering full support to the Adviser.   The individual Will be required to have strong Technical skills within SIPP and Mortgage and Investment products and will be confident in writing reports and carry out product research. 

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

- Currently a Paraplanner with Full Diploma
- Writing Technical Paraplanning Reports preferably within Pensions/Pension Transfers
- Strong Technical SIPP Knowledge and Mortgages 
- Writing reports but only part Diploma Qualified

In return you will be given the chance to work for an expanding, professional unique business model and will be rewarded well for your skills and ability. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently a Pensions or HNW Paraplanner?
Are you Diploma Qualified in Wealth Planning?
Are you writing Technical Paraplanning Reports for HNW Clients?
Are you part qualified in Diploma but still writing reports for HNW Clients?

Reference: 33688469

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