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Senior Paraplanner

Posted 22 February by REED Insurance Featured Ended
I'm currently recruitingfor an experienced Paraplanner to join an experienced team of talented Independent Financial Advisers based in Lancashire serving both personal and corporate clients throughout the UK.

My client is independent, which means they are not restricted to using one particular insurance, mortgage or investment institution. Independent Financial Advisers are sometimes called ‘whole of market’ brokers, which allows them to recommend the best financial products for their clients to chosen from any supplier operating in the UK.

Key Skills
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter personal skills, both written and verbal
• Ability to multi task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

Knowledge & Experience
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
• Experience in writing complex and detailed reports for cases
• Ability to assess information, make comparisons and identify critical features
• Ability to acquire update and apply new skills and knowledge
• Set own goals and want to deliver agreed targets

IT Skills

• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
• Experience in working with various pension and investment providers extranets.

Personal Skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer

• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers

• Flexibility: The flexibility for and commitment to continual service development and improvement

• Training: Ability to contribute and support the delivery of a training programme. Be able to work within defined business processes

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34537942

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