Up to £40,000 DOE
Reed are currently working with an established, successful Financial Adviser company who are seeking an experienced Paraplanner due to growth within the team.
As a Paraplanner you will work alongside financial advisers to collate client information, identify client needs and objectives and undertake research in order to produce high quality financial solutions for our clients
Key duties / Skills:
Level 4 diploma in Financial Planning
Experience writing suitability reports
Liaise with financial advisers to understand client needs and develop suitable financial plan/strategies
Undertake relevant research to identify suitable solutions to meet a client’s specific objectives
Collate all supporting information/research to support recommendations made
Liaise with product providers to obtain relevant product and client information
Client communication – answer queries, provide updates, chase outstanding information
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
If you think you are a suitable candidate with the skill set required, please contact Tiana at Reed