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Paraplanner

Posted 6 February by Reed Insurance Ended
We are looking for a paraplanner to work in a brilliant IFA office near Horsham, West Sussex. This is suitable for someone who has been in a Trainee Paraplanning role but is now seeking the next move into more of a Senior paraplanning role.

This client offers a lovely working environment and fabulous benefits.  

To research suitable products based on client circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison
Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
Prepare the draft recommendation report for sign off by the adviser
Dealing with the cradle to grave administration process for the Paraplanning role. 

You will need to have the either the Level 4 Diploma ( RDR ) or be on the way to be qualified within the foreseeable future 1- 2 exams away maybe. 

Have relevant IFA administration and Paraplanning or been in a Trainee Paraplanning role and looking for the next step up. 

A good working knowledge of all market products ie pensions, Investments and Life ..

This client offers great benefits study support and a competitive salary.

chloe.emmerson@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33570248

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