Head Paraplanner

Reed Insurance
Brighton, East Sussex
14 Jul 2017
13 Aug 2017
Contract Type
Full Time
An exciting and rare opportunity has arisen within an extremely successful Chartered Financial Planning practice located in Brighton. Due to organic growth my client is seeking a Paraplanner to join the team.

My client is a smaller scale practice with roughly 500 clients under management. The firm specialises in investment, pension and tax planning for medium to high net worth clients in the 50 plus age group.

Ideally you will have achieved or be working towards your level 4 Diploma in Financial Planning, although those “qualified by experience” will be considered.

My client is supportive of industry qualifications and would support an ambitious and motivated individual through to Chartered Financial Planner status.

Competitive salary on offer up to £45,000 for an experienced and well qualified Paraplanner who can provide the practice with a 5* report writing service.

Key Duties:
• Carry out compliant research
• Prepare information/comparisons for analysis
• Deliver high quality reports in a timely manner
• Pensions switching reports
• Cash flow forecasts and complex financial planning
• Identify areas for planning and put forward suggestions to meet client’s objectives.
• Preparation of advice letters, reports and financial plans.
• Preparation of documents for client meetings and reviews.
• To develop and maintain good working relationships with team

Key Skills:
• Excellent report writing skills
• Friendly and approachable individual who works well in a team
• Hard working and resourceful attitude
• Excellent verbal and written communication
• Strong technical knowledge of financial services products
• In depth understanding of compliance requirements

Please apply online or contact chez.rudiak@reedglobal.com

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