Paraplanner

Recruiter
Reed Insurance
Location
Flax Bourton
Salary
30000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time
An opportunity to join an expanding team of Financial Advisors in a Paraplanning capacity has arisen on the outskirts of Bristol.

Working in collaboration with Financial Planners and other colleagues, you will deal effectively with queries from clients and other parties through effective communication.

This a progressive and vibrant firm which offers support in regards to further financial services qualifications. 

Working in collaboration with the Financial Planner and other colleagues, you will prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client’s financial affairs and preparing and maintaining client records. The role will involve promoting the company’s services in a professional and FCA compliant manner.

Working with the Financial Planner, you will:
• Review and determine the client’s objectives
• Confirm client risk profile is determined and up to date
• Ensure client fact find is present and in order
• Ensure that all compliance paperwork is present and in order
• Identify and obtain the information necessary to compile financial cashflow forecasts
• Complete draft net worth statements, income and expenditure statements and financial cashflow forecasts, where required.

If you are a driven individual with proven Paraplanning experience and now looking to take the next step, please get in touch today.

Email an up to date CV to beth.green@reedglobal.com or call 0117 930 4820 for further information.

Reed Specialist Recruitment Limited is an employment agency and employment business