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PARAPLANNER

Posted 6 February by REED Insurance Easy Apply Featured Ended
My client are looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove, to work closely with the Financial Advisers and the rest of the Administration team.

This position would suit a committed, forward thinking and independent individual who has the right mix of hard work and shining personality to thrive within a growing business.

In return you will receive a competitive starting salary of up to £40,000 and other company benefits.


Role...
• Assist the Adviser in establishing new client relationships
• Assess clients’ financial circumstances
• Prepare reports
• Carry out research and analyse products
• Propose and draft financial solutions that meet clients’ goals, needs and objectives
• Assist with the accurate completion of application forms
• Changing existing investment holdings and policy information
• Support the ongoing client relationship
• Maintaining client file review system
• Regularly assess client holdings and changing financial priorities.
• Ensure compliance adherence with FCA regulatory requirements.

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: 33895162

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