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Technical Report Writer/ Paraplanner

Posted 26 February by Reed Insurance Easy Apply Featured Ended
I am currently working with a Large Scale Wealth Management practice who are recruiting within their very friendly and busy team for a Technical Report Writer/ Paraplanner.

This role is made up of 50% report writing and 50% adviser support where you will be working with HNW clients.

You will be working in a team of 11, providing support to your one appointed adviser.

Salary on offer up to £32,000 for a individual will previous report writing experience, ideally Level 4 Diploma Qualified or well on the way to achieving this status.

Fantastic benefits package on offer- generous pension contribution- 24 days holiday + bank holiday and many more!


Key Duties:
- Providing all support to your appointed adviser.
- Working cloely with the client support team, and overseeing workload
- Report writing
- Maintaining and updating the businesses database.
- Preparing meeting packs.
- Research and preparation of personalised Advice Letters & Reports

Key Skills:
- Level 4 Diploma in Financial Planning or working towards
- Excellent report wriitng skills
- Previous experience within a similar role.
- Fine eye for detail
- Excellent verbal and written communication skills
- Leadership skills and good interteam skills.

For more information please do not hesitate to contact chez.rudiak@reedglobal.com or apply online today.


Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33951811

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