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Posted 13 February by Reed Insurance Easy Apply Featured Ended
Our client, a leading Accountancy practice with an established financial services arm understand that in order for their team to maintain the drive and positivity needed in the fast moving business world that we live in, the work that you do must be rewarding.

Due to continued growth they now require an additional Paraplanner to join the team.

Are you tired of the same old reports and eager to get stuck into a technical and challenging Paraplanning position where your support will be appreciated?

Contact me at your earliest convenience to discuss this role and your career requirements in more detail. / 0117 930 4820 

The Responsibilities
• Preparing recommendations and writing financial planning reports
• Creating monthly valuations
• Liaising with clients, some of which are Ultra High Net Worth clients
• Liaising with product providers/professional connections
• Researching Investments
• Working alongside the administration team
• Drafting tender documents and presentations
• Conducting research, analysing and presenting the results using modelling tools as appropriate
• Drawing up reports and drafting client communications
• Ensuring administrative and compliance processes are followed to required timescales

The Person – Skills & Qualifications
• Proven knowledge and experience of investments advice and planning is preferable
• Articulate and able to communicate effectively in verbal and written form
• Accurate with a methodical approach and a keen eye for detail
• Enthusiastic with a positive attitude and the ability to use initiative
• Willing to take on extra responsibility and tasks when required
• Highly organised, methodical, analytical and disciplined
• Holds certificate in financial planning and currently studying towards Level 4.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34467307

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