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SENIOR PARAPLANNER

Posted 3 April by Reed Insurance Easy Apply Featured Ended
We are recruiting for a new role for a Reputable Chartered IFA based in Guildford Surrey. This is a fabulous company that has a low turn over of staff.  This role is due to expanding and have the opportunity to take on a Senior Paraplanner who can also supervise a team on occasions. 

The paraplanner is to undertake advice research for advisers and to prepare Suitability Reports, based upon information received from the Advisers (Meeting Notes, Factfind, Risk Profile etc)
• The paraplanner is to supervise the administrative staff in the preparation of relevant material for submission to the client with letters of advice
• The paraplanner is to follow company procedures for recording chargeable and non-chargeable time worked
• The paraplanner is to ensure that clients are billed, in a timely manner, for all chargeable work
• When advisers are absent the paraplanner is to monitor cover for essential duties being given by other advisers
1st Client

Financial Software – 1st very desirable
• IT systems – Outlook, MS Word essential, Excel, essential
• IFA Office procedures and compliance - essential
• Financial products – essential
• Pension and Investment knowledge - essential
2. Skills
• Letter writing – essential
• Financial Product Research - essential
• Excellent customer handling - essential
3. Attributes
• Very well organised
• Work accurately
• Able to multi-task and set own priorities to meet conflicting deadlines
• Enthusiastic team member able to work well with all other team members at all levels
4. Education
• Up to degree standard - essential
• Diploma (Level 4) – essential
• Advanced Diploma – very desirable
• Chartered - desirable

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34113019

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