paraplanner

Posted 17 January by Real Recruitment Solutions

PERMANENT POSITION - 537/3

Paraplanner
Ferndown
Up to £35k DOE

Real Recruitment Solutions are currently looking for a Paraplanner to work in Ferndown, your day to day duties will include:
* Preparing and maintaining the client file
* Prepare technically accurate draft Financial Plans or recommendation reports
* Finalise Financial Plans or suitability reports in accordance with the agreed recommendations
or amendments required
* Validate all paperwork is received
* Organise future planning meetings with clients on an ad-hoc basis

To be considered for this exciting Paraplanner role, you will need the following skills:
* Understanding of the Financial Planning process
* Good report writing skills
* Knowledge of research tools & software (e.g. Capita Financial Software, Analytics, Selectapension, Distribution Technology)
* Practical experience of back office software IRESS and ability to effectively manage a client record

A Certificate in Financial Planning or Certificate in Financial Services is essential for this role.

Our client is looking for a Paraplanner to join their busy team in Ferndown

If you are interested in applying to this Paraplanner role, please click apply now below.

We receive a high number of applications on a daily basis so we can only respond to successful applications. If you do not hear from us within 3 working days please assume your application has not been taken forward on this occasion. We may contact you in the future about other suitable positions.

Application questions

Do you have 3-5 years experience in a similar position?
Do you have a Certificate in Financial Planning or Certificate in Financial Services?

Reference: 33625418

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job