Paraplanner - Maternity Cover

Posted 2 July by REED Insurance Easy Apply Featured
Our Client, a Chartered IFA firm based close to the City Centre in Norwich are looking for an experienced Paraplanner to assist them with a maternity cover contract.

This is an excellent opportunity for someone with existing experience paraplanning within a Financial Services firm, looking to gain the experience working for a Chartered firm. The start date for this opportunity is September and will likely last around 9 months, and the successful candidate can enjoy the following benefits;

- Salary up to £30k dependent upon experience
- On-site parking
- 25 days holiday (pro-rata)
- PMI and a competitive pension

The role will involve researching and collating the relevant quantitative information required to compile a suitability report. You will then discuss client needs and objectives with the relevant Financial Planner, and undertake research to identify suitable solutions to meet a client’s needs and objectives. You will also hold responsibility for preparing information and recommendations, and reviewing investment portfolios, asset allocations, risk profiles and draw down plans as appropriate

The successful candidate will work in a team of 20 support staff, with the aim to provide the clients with the best possible service.

We are looking for a candidate with previous experience in a Paraplanning role in a Financial Services or IFA firm. The ideal candidate will hold the Diploma in Financial Planning (or be working towards this) and hold a good technical knowledge of pensions, investments and protection products and financial planning tools.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35458449

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