Junior Paraplanner

4 days left

Reed Insurance
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
A fantastic opportunity has arisen for a Junior Paraplanner to join a well-established IFA that has over 30 Independent Financial Advisers and is looking to continually looking to add to their support function.

You will be responsible for providing technical support to the firm’s successful IFA within a supportive and friendly environment. You will be working on a 1-1 basis with an Adviser, they are willing to help and support you through your exams and help make you the best Paraplanner to help drive their business forward.

Key Requirements and Skills:
• Thorough knowledge of product research and analytical tools
• Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
• Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
• Good communication skills (written and verbal) that are effective and meet business needs
• IT skills commensurate with computer packages used including detailed understanding and use of Intelligent Office (our CRM tool)
• Accuracy of work and attention to detail

To be considered for this role you will have 1-3 years’ experience in an IFA where you have written suitability reports. If you have skills in detailed report writing as well as the skills to research protection, pension and investment products then please do apply.

Please email me directly if you would like to be considered for the role at Gylan.marks@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business