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Paraplanner

Location: WORTHING, WEST SUSSEX, UNITED KINGDOM Salary: 35,000-40,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-395318

Paraplanner

West Sussex

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

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