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Paraplanner - Level 4 Dip

Posted 5 February by Reed Insurance Featured Ended
My client a small but successful Wealth Planning Company in Newbury is actively looking to recruit a skilled Wealth Planning Administrator to join their small but successful Team.  To be considered you must be level 4 Diploma Qualified and currently writing reports on the Paraplanning side.   The client will reward  you for your skills and commitment and although it is a small team you will play a big part in ensuring the Advisers do well by the level of your report writing skills. 

The duties will include the following:-

• Attending meetings with the financial planners, taking notes and creating the basis of a Financial Planning Report from this
• Use of Defaqto and Select a Pension to create pension and Investment transfer reports
• Source and apply for Life Assurance
• Work with the existing support team to provide administrative support where necessary
• Creation of Suitability Letters

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

• Level 4 Diploma (or no less than 1 exam away from completion)
• 3 + years’ experience in financial services, with a minimum of a years’ experience as a Paraplanner
• Must have experience within a Whole of Market IFA or Wealth Management Firm
• Good knowledge of Defaqto and Select-a-Pension software
• Strong interpersonal skills, with excellent communication (verbal and written) and the ability to build strong, lasting relationships.
• Excellent attention to detail
• Comfortable working within a small office (6-8 people)
• Experience with Defined Benefit Pension transfers is desirable but not essential
• Mortgage experience is desirable but not essential

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33628874

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