HEAD PARAPLANNER

Recruiter
Reed Insurance
Location
Alton
Posted
12 Jan 2018
Closes
10 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
I have great opportunity for a candidate that is seeking the next step up in as a Paraplanner..

We have a client that does not often recruit in there office as its a great place to work, however an opportunity has arisen as for a Head Paraplanner to come in and be the main Paraplanner for the team of 5 paraplanner they currently have.

This company is in a great location they have on site parking and have a competitive salary on offer with great benefits. This role would suit someone who is seeking the next step up.

• Manage the planning workflow
• Receive and implement requests from the Managing Director
• Gather and record client data
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis

• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, Selectapension, Voyant
• Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
• Clear understanding of an adviser’s role

• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate – able to communicate effectively in verbal and written form
• Solutions orientated – imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner

Reed Specialist Recruitment Limited is an employment agency and employment business