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Paraplanner

Posted 3 April by Reed Insurance Easy Apply Ended
A fantastic opportunity has become available within a successful IFA Practice within the Salisbury area to join their large expanding team, very exciting opportunity due to organic growth.

They are now in need of a Level 4 Qualified Paraplanner to assist the businesses advisers in writing compliant 5* reports. Excellent progression opportunities within, very friendly and forward thinking business.

Salary up to £35,000 + benefits and lovely modern offices!

Key Duties:
• Carry out compliant and detailed research to support advice given by financial planners.
• Prepare information/comparisons for analysis
• Draft net worth statements, income and expenditure statements
• Review client’s investments, asset allocation, risk profile etc.
• To review and propose adjustments to client’s existing financial planning arrangements.
• Cash flow forecasts and complex financial planning
• Identify areas for planning and put forward suggestions to meet client’s objectives.
• To work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

Key Skills:
• Working knowledge of Iress, Financial Express Analytics and Voyant/Moneyscope cash flow systems
• Excellent report writing skills
• Hard working and willing to please attitude
• Level 4 Diploma in Financial Planning
• Excellent verbal and written communication

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: 34120405

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