Reed Insurance
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
My client is an Independent Financial Services Company that is part of a large Wealth Management Group. They offer a comprehensive range of financial and insurance products to an ever-growing portfolio of clients, ranging from small business start-ups to multi nationals.

My client is currently recruiting for a paraplanner with at least 2 years’ experience in a similar role and who is looking to work towards becoming RDR Level 4 Diploma qualified. To be the successful candidate, you will need to be providing efficient, professional and technical support to a team of 2 Financial Advisers with 1 Administrator in the team also.

Excellent organisation skills as well as superb written and verbal communication skills are essential to be successful in this role.

You will assist in finding solutions for their clients and prepare and implement recommendations, carrying out research and drafting suitability reports. Attention to detail is essential. You will have a good understanding of the financial planning process and be able to work largely unsupervised and manage your workload and time efficiently.

To find out more about this role or other opportunities I have available, please email me on

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