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
-Good standard of general education – highly numerate and excellent standard of written English
Reed Specialist Recruitment Limited is an employment agency and employment business