Paraplanner

Posted Yesterday by Reed Insurance Easy Apply Featured
I am working closely with a leading professional services company within their Financial Planning arm of the business as they now require an additional Paraplanner to join their Taunton office.

Offering a fantastic place to work in the South West with a competitive and flexible benefits package, salary for both positions will be based on skills, qualifications and experience. If you hold industry experience within Paraplanning please contact me today to discuss in further detail - 0117 930 4820 / beth.green@reedglobal.com

Ideally you will have the following experience, skills and attributes:
• Dip PFS or equivalent and working towards Chartered status
• A sound knowledge of Investments, Pensions & IHT Planning
• Knowledge and understanding of Centralised Investment Propositions
• Previous experience in a similar role
• Excellent IT office skills including Word, Powerpoint and Excel
• Excellent communications skills
• Previous experience of using Avelo Adviser Office (1st) client database/back office system and/or Virtual Cabinet (VC) paperless office system
• Experience of Cashflow modelling Software e.g.: Voyant and Cashcalc
• Experience of using research tools such as FE Anayltics, Morning Star & Selectapension
• Knowledge of Trusts

To apply for this position, please send your CV and a covering letter to beth.green@reedglobal.com detailing your suitability for the role in regards to the responsibilities, experience, skills and attributes as well as your salary / working hours pattern expectations and current notice period.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34169421

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