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Trainee Paraplanner

Posted 26 February by REED Insurance Featured Ended
My client is an established firm of highly qualified Independent Financial Advisers. The company carry a culture of a holistic approach to Financial Planning and with a few acquisitions lined up this year, they are seeking to appoint a Trainee Paraplanner.

This role would greatly suit someone who has had a years worth exposure to the IFA world, and would like to take the next step into Paraplanning.

Main duties:

- Comply with the relevant Compliance, TCF, T&C and Financial Crime procedures of the firm
- Create client policy schedules
- Gather valuations
- Work within existing paraplanning team.
-- Assisting with writing suitability reports and research

Experience required:

- Working towards industry qualifications is ideal or have a strong desire to do so
- Previous/Current Financial Services experience
- Articulate
- Great Communication skills and highly organized

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34341546

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