Paraplanner/Office Administration Team Leader

Posted 4 days ago by Reed Insurance
My client a leading Pensions Company who are very well established, have recently set up a Wealth Planning IFA Division due to the continued success of their pensions claims company.   As a result they are looking to recruit a skilled Paraplanner or Trainee Paraplanner with a background in Wealth Planning or SIPP who is looking to get involved in report writing and someone who may be currently Team Leading and wanting to help develop and run a new Team on the Administration and Paraplanning side potentially.  The client rewards talent and you will be recognised for your skills and ability.  

The main duties within the role will incorporate the following:-

- Providing support to the Financial Plannings in Researching client communications and preparing reports
- Analysing and interpreting financial data and client information
- Understanding regulatory rules and guidance and how this applies to the advice process
- Identifying areas of the advice process to improve and become more efficient
- Working with clients to assist them with organising and improving their financial position and personal circumstances
- clients will require advice on a range of services including retirement plannning, basic savings and investment advice including ISA's and National Savings

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

- Could be suited to a mortgage adviser seeking to advance their career in Paraplanning
- Good knowledge of financial services products
- Qualified to Level 4 Diploma or working towards this
- CEMAP or equivalent qualification would be beneficial but not essential 
- Good knowledge of FCA Regulations

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you a Mortgage Adviser looking to move into a Paraplanning Role?
Are you working towards your Diploma in Wealth Planning?
Are you an Administratin Team Leader wihin Wealth Planning and part Diploma?
Are you looking to make a career in Wealth Plannning and a Trainee Paraplanner?

Reference: 33909803

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