Diploma Qualified Paraplanner

Reed Insurance
09 Feb 2017
09 Mar 2017
Contract Type
Full Time
I am currently recruiting for a Level 4 Qualified Paraplanner to join my client in Fordingbridge who are a Chartered Financial Planning Practice.  You will be working to support the businesses 3 Financial Planners and help to drive the business forward for continual success. 

Salary upto £35,000 for a Diploma Qualified Senior Paraplanner. Great benefits package on offer and free parking onsite!

My client is looking for someone on a Full Time basis working 9-5.30pm.

Key Duties:
- Technical report writing 
- Meeting preparation for advisers
- Identify and obtain the information necessary to compile a financial cash flow forecast
- Complete application/proposals forms where required
- Liaison with third parties and providers
- Understand all Financial products
- Check all compliance paperwork is present.
- Liaise with the Client Support team to ensure any recommendations are correctly implemented
- Provide technical support and qualified knowledge to Financial Planners

Key Skills:

- High calibre report writing skills
- Understanding of the Financial Planning process
-Fine eye for detail within all aspects of work
-Excellent communication skills both written and verbal
- Knowledge of Intelligent Office

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