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 directly.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34929033

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