Paraplanner

Posted 8 October by REED Insurance
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Brilliant opportunity has arisen with a super client based in the Whiteley area. Very busy practice that is growing in size and now needs a Paraplanner to join the team and support the Director with all aspects of financial planning.

This is a confidential role and we fully screening prospective candidates of behalf of our client.

Ideally you will hold/ be working towards the Level 4 Diploma in Financial Planning.


You will be required to deliver high quality reports and 5* administration support to the HNW client bank.

• Relevant experience in a Wealth Management environment
• Effective drafting of client advice
• Effective technical and product research
• Effective use of Microsoft Office products and Adviser Office

For more information please apply online today or contact chez.rudiak@reeglobal.com directly.


Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34929033

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