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Paraplanner

Location: FARNBOROUGH, HAMPSHIRE, UNITED KINGDOM Salary: 30,000-35,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 1 month ago Reference: X3-449494

Reed are currently working with a successful Financial Services organisation who require 6 experienced paraplanners to join their Farnborough Team.
 

Key duties / qualifications:

Level 4 diploma in Financial Planning or working towards

Previous Paraplanning experience which involved research and writing reports across investments, pensions and personal/business protection

Working knowledge and experience of working with DB transfers

Writing up suitability reports

Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly documented

 

We are looking to hear from candidates who have previous experience in a Paraplanner role. 
 

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