Paraplanner/Report Writer - Newbury

Posted 2 days ago by Reed Insurance
My client a very successful Wealth Planning IFA practice, very well established and fairly large, is actively looking to recruit a Paraplanner or Senior Administrator to join their very successful Team already in place.  They are expanding and keen to develop individuals. This is an incredible opportunity for someone who would like to develop within an iFA Practice into a Paraplanner role, however, you will ideally be very close to achieving the level required.   

The successful candidate will be required to assist the Advisers in writing and putting together reports and suitability letters on behalf of the Advisers.  It is a fantastic opportunity and would suit someone who is currently working within a St James Place Practice and looking to make that next move.   

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

- Background within Wealth Planning preferably within an IFA or St James Place Practice
- Full Diploma qualified or working towards this
- Part Diploma Qualified

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently a Trainee Paraplanner or Senior Administrator in the Newbury area?
Are you a Paraplanner within a St James Place Practice?
Are you a Senior Administrator looking to move into Paraplanning eventually?

Reference: 34111738

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