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Technical Report Writer/ Paraplanner

Posted 26 February by REED Insurance Easy Apply 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 or apply online today.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33951825

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