Posted 8 October by REED Insurance
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A fantastic opportunity has become available within a successful IFA Practice within the Salisbury area to join their large expanding team, very exciting opportunity due to organic growth.

They are now in need of a Level 4 Qualified Paraplanner to assist the businesses advisers in writing compliant 5* reports.

Excellent progression opportunities within, very friendly and forward thinking business.

Key Duties:

• Carry out compliant and detailed research to support advice given by financial planners.
• Prepare information/comparisons for analysis
• Draft net worth statements, income and expenditure statements
• Review client’s investments, asset allocation, risk profile etc.
• To review and propose adjustments to client’s existing financial planning arrangements.
• Cash flow forecasts and complex financial planning
• Identify areas for planning and put forward suggestions to meet client’s objectives.
• To work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

Please apply online today or send your most upto date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35033900

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