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Paraplanner

Location: REIGATE, SURREY, UNITED KINGDOM Salary: 30,000.00-45,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: X3-210614

My Client is a financial adviser whose main priority is to put their clients’ financial goals in place in order to make them achievable through their financial advice.

My client is looking to expand their team and seeking a hardworking, enthusiastic, and self-motivated Part- time Paraplanner to join their Reigate team. Ideal candidates will be passionate about financial services and have a strong background in paraplanning.

 

Permanent part- time employed position - 2/3 days per week

Pro-rata competitive salary

Open to a flexible way of working

 

Duties As Followed:

Provide full technical support to two financial advisers

Produce product research, investment fund analysis and the preparation of a full financial report

Produce suitability reports

Undertake in depth reviews of client portfolios and compile review reports

Assist with the preparation of client meetings, emails, letters and paperwork as part of the advice process

Oversee the administration process end to end

Deal with client queries

 

Skills/Experience Required:

Diploma Level 4 qualified

5 years’ experience in the financial services industry and paraplanning within an IFA firm

Excellent written/verbal communication

Attention to detail

Ability to work well in a team and individually

Experience with using Intelligent Office, FE Analytics and Cash flow planning software

 

This is an excellent opportunity for an experienced Paraplanner to join a successful financial advisers and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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