Paraplanner

Posted 6 April by Reed Insurance Easy Apply Featured
My client in Sutton Coldfield are seeking a bright and professional individual to join their team as a Paraplanner.

The firm are a reputable and established Wealth Management firm, they pride themselves in providing quality service and maintaining this to the best it can be. The firm have been established for a number of years and provide independent financial advice on pensions and investments to individuals and families.

This is a long-term career opportunity for a qualified and experienced Paraplanner who is looking for longevity and a fantastic working environment.

Your responsibilities will include:

-Creating client suitability reports for pensions and investments
-Researching and analysing providers, funds and products.
-Compliance checks on client files in consultation with the Operations Manager as well as the company’s compliance consultants
-Liaising with investment Advisers to provide technical support and to ensure client objectives are met
-Developing as well as maintaining a working knowledge of Trusts, estate planning and Taxation.
-Producing pension and investment projections

The experience you need:

-Experience of working in an IFA environment as a Paraplanner
-Level 4 Diploma or equivalent
-Working knowledge of pensions & investments, processes and legislation.
-Excellent numeracy for complex calculation on client portfolios
-Interpersonal skills
-Good standard of general education – highly numerate and excellent standard of written English

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34841392

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