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Paraplanner

Posted 5 February by Reed Insurance Ended
My client a very well established Wealth Planning and Investment Stockbroker is actively looking to recruit a skilled Wealth Planning Paraplanner to join their very successful Team in Oxford and London.   The successful applicant will currently be working as a HNW Paraplanner and writing technical reports and will either have full Diploma or be an experienced Paraplanner working towards the Diploma in Wealth Planning.  

The role will involve the following:-

- Writing Technical reports within HNW Paraplanning
- Researching products on behalf of very HNW Paraplanners
- Preparing suitability reports on behalf of the Advisers
- Very competent in dealing with HNW reports on Investments and Pensions
- Working on wrap platforms and ability to use the bespoke Data base, updating client information where required

To be considered you must Be able to demonstrate the following

- Skilled HNW Paraplanner with ability to write Technical Reports
- Diploma Qualified Paraplanner for skilled by experience
- Oxford or locally based ideally and a confident HNW Paraplanner

In return our client offers an excellent salary and benefits package. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33063595

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