Paraplanner

Recruiter
Reward Recruitment
Location
Southampton
Salary
25000.0000
Posted
09 Feb 2017
Closes
09 Mar 2017
Contract Type
Permanent
Hours
Full Time

Reward Recruitment are currently partnered with one of the leading Financial advisory firms in Southampton. Our client is looking for a Paraplanner to join their vastly expanding team.

Role and Responsibilities

  • Prepare suitability letters in accordance with the agreed recommendations.
  • Complete application / proposals forms.
  • Identify areas for planning.
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs.
  • Prepare information/comparisons for analysis by planner.
  • Preparing and maintaining the client file B.
  • Preparing recommendations.
  • Organise future planning meetings with client.
  • Review investment portfolio, asset allocation, risk profile etc.

Qualifications and Experience

Level 4 Diploma or working towards.

Experience in Paraplanning is essential.

For more information, please contact Samuel Groom at Reward Recruitment.