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Paraplanner

Location: REIGATE, SURREY, UNITED KINGDOM Salary: 25,000.00-40,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 30 days ago Reference: X3-214091

My client are independent financial advisers who pride themselves in giving tailored and dedicated holistic financial advice to individuals, trustees and business owners assisting them to build, manage and protect their wealth for the short and long term future.

Due to organic growth and progression within the small scale practice based on the outskirts of Redhill an exciting experienced paraplanner role is available. Ideal candidates will come from an experienced background in financial services and have a high level of technical knowledge.

 

Duties as followed:

Producing financial planning suitability reports

Provide research for advisers

Preparing and maintain client files

Review investment portfolios, risk profile etc

Preparing recommendations for clients

Prepare Client reviews

 

Skills/ Experience Required:

Experience of working in financial services is essential

Good background understanding of financial services and planning process

Diploma in Financial Planning or working towards

Good IT skills 

Good report writing and communication skills

Ability to meet deadlines

Accuracy and good attention to detail.

Ability to work on own initiative and in small team when required

 

This is an excellent opportunity for an ambitious, experienced financial services individual to join a successful financial planner practice 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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