Paraplanner Wanted

Posted 7 March by Reed Insurance Featured
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.


• 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
• 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

Application questions

Are experienced in the field of Paraplanning?
Are you working towards the Level 4 Diploma?

Reference: 34627749

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