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Paraplanner Wanted

Posted 7 March by REED Insurance Featured Ended
My client is a highly respectable IFA firm with a holistic approach to advising their clients. The company has a number of chartered financial planners who advise across Pensions, Investments, ISAs, Bonds, Protection, Life Assurance, Mortgages and IHT. Based in the heart of Brierley Hill, they are seeking a Trainee Paraplanner or even an experienced Paraplanner. If required, there will be efficient training on hand for areas you are unsure of.

Responsibilities:

• Preparing fund switch paperwork and Reason Why Letter
• Preparing top up paperwork and Reason Why Letter
• Preparing research (cashcalc) and paperwork for FAD Withdrawals/part crystallizations and Reason Why Letter
• Suitability Reports
• Application Forms & Declarations
• Research & O&M
• Trust Net
• TVAS
• Illustrations
• Client Agreement

Experience needed:

• Previous experience within an IFA firm in a similar capacity
• Confident writing suitability letters
• Able to work to tight deadlines
• Experienced dealing with multiple providers
• If you have conducted adhoc research and fund analysis, this is beneficial

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34627749

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