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Technical Paraplanner

Posted 26 February by REED Insurance Easy Apply Featured Ended
A truly unique opportunity has become available for an experienced and bright professional Paraplanner to join the highly successful advisory arm of a reputable Chartered Accountant firm as a Technical Paraplanner.

My client are a financial planning firm that are continuing their year on year growth. The firm has ambitious expansion plans and offers truly independent and holistic financial planning advice to company owners, high net worth and affluent clients.

Your responsibilities will include:

-Full research for all new business and existing clients’ arrangements
-To deliver advice propositions via multiple platforms and products including ISA, SIPP, Offshore Bonds and collectives etc.
-To produce and distribute annual reviews
-Using FE Analytics daily to carry our investment comparisons
-To use industry calculators and models to bring goal settings and financial modelling to life
-To develop and maintain internal relationships with accountancy practice colleagues
-Research and recommend tax lead investment products

The experience you need:

-Diploma in Financial Planning
-Experience of working in an IFA environment
-Cash flow planning experience
-FE analytics experience
-Good use of financial planning tools
-Market knowledge
-Experienced in using Microsoft Excel
-It would be ideal if you are a chartered level Paraplanner or aiming to qualify as chartered

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33700805

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