This is a great opportunity to join a firm that can offer support and progression, and hold an excellent reputation in the Industry. You will have the opportunity to work within the sucessful Paraplanning Team, providing a high level of service to the highest net worth clients of the business.
On offer is a salary up to £35k (dependant upon qualifications and experience), full support with qualifications and a highly competitive benefits package!
The sucessful candidate will cover a range of duties, including preparing and maintaining the client file and creating recommendations. You will check all compliance paperwork is present, and review client portfolio in view of returns required and risk analysis. You will look to identify and obtain the information necessary to compile financial cashflow forecast, and compile draft net worth statements.
The ideal Candidate will hold the Diploma in Regulated Financial Planning, or be working towards this. You will have an advanced knowledge towards a specialist area, and hold a strong understanding of FCA Regulations.
Reed Specialist Recruitment Limited is an employment agency and employment business
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