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Paraplanner

Posted 16 March by Reed Insurance Easy Apply Featured Ended
Do you have experience in Paraplanning and suitability letter writing?

Are you qualified in level 4 Diploma in Financial Planning or working towards it?


We are looking for an experienced Paraplanner to join a well established wealth management company in Chester Le Street area.
The ideal candidate will have -

Essential Qualifications
-Educated to A Level or equivalent and/or achieved relevant financial planning exams
-A good knowledge and understanding of regulatory requirements

Experience
-A minimum of 2 years’ experience within a Paraplanning role if you are not fully qualified in level 4 Financial Planning
-Experienced in suitability letter writing
-Experience of working within a dynamic environment
-Experience of maintaining and achieving a high standard of service

Skills & Knowledge
-Excellent personal organisational and administrative planning skills
-Highly numerate
-Excellent attention to detail
-Proven ability to work on own initiative and the ability to work well within a team environment and build effective working relationships both internally and externally
-Good knowledge of Microsoft

Personal Attributes
-A commitment to learn and develop skills and knowledge
-Drive and motivation to deliver business targets and a willingness to work hard

You will be offered a salary from £25,000 to £32,000 depends on experience.

If you are interested in this role and would like to know more about it, please e-mail your CV along with detail of your experience in this area to kawai.wong@reedglobal.com or give me a call on 0113 236 8957 for further information. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34708319

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