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Paraplanner - Reading

Posted 16 April by REED Insurance Ended
My client a leading Wealth Planning firm with its Head Office Operation in Reading, is actively looking to recruit a skilled Paraplanner/Report Writer to join their successful team in Central Reading.  Fantastic location and state of the art offices, this clients rewards talented individuals for their skills and ability within Paraplanning.  If you are looking for your next move and location is important, this could well be the role for you.  

The main duties will include the following:- 

- Writing Technical Wealth Planning Reports on behalf of the Advisers
- Carrying out research to find the best product solutions for clients
- Working with Advisers to show a strong Technical Paraplanning Service
- Updating and good working knowledge of Wrap Platforms and 1st Software

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

- Full Diploma or only one exam away
- Currently carrying out a Paraplanning Role within an IFA Practice
- Keen to continue study to achieve Diploma

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33891079

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