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Paraplanner

Posted 20 March by REED Insurance Easy Apply Ended
Large scale highly successful IFA Practice based within Worthing are seeking a Paraplanner to join their growing team. You will be working in a team of 7 Paraplanners, from a larger Financial Planning team of 35. The role is a back office position, supporting the advisers in the technical research and production of reports.

This individual may be Part or Diploma Qualified, with a salary on offer of up to £30,000 plus additional benefits such as, DC pension scheme, PHI and DIS, alongside flexi hours and parking.

Key Duties...
• Suitability reports including risk calculators and asset allocation
• Fund research and Financial Express analytics report and chart production.
• Obtaining quotations
• Preparation of review letters
• To adhere to strict FCA regulations and internal policies and procedures

Desired Skills...

• High level of numeracy
• Attention to detail
• Commercial awareness
• Ability to hit deadlines and manage workload.
• Reliability under pressure.
• Good IT knowledge specifically Microsoft products and Financial Express Analytics.
• Good knowledge and experience of financial platforms.
• Excellent communication both verbal and written

For more information please apply online today or send your most upto date CV to chez.rudiak@reedglobal.com 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33830208

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