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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 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33830216

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