Paraplanner

Posted Yesterday by Reed Insurance Easy Apply Featured
My client has an office based in Wolverhampton and they are looking for a Paraplanner to join their reputable firm. The firm pride themselves on the positive response of their clients, about their excellence in service and quality of advice given – this has been central to their growth.

Your responsibilities will include:

-Undertaking product research and compiling appropriate investment strategies, in line with the clients’ attitude to investment risk
-To prepare in-depth Client Reports within 24 hours for the client meeting. The reports should details the features and benefits of recommendations by the Financial Adviser.
-Discuss the reports with the Financial Adviser, amending as required
-Researching and compiling appropriate investment strategies in line with clients’ attitude to investment risk

The experience you need:

-Level 4 Diploma in Financial Planning or equivalent
-Demonstrable paraplanning experience
-Knowledge of Intelliflo, Selecta Pensions, FE analytics and Cash/stress forecasting
-Knowledge of Capital Gains, Income and Inheritance Tax
-Ideally working toward Chartered status
-Knowledge of Microsoft Office software

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34204460

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