Diploma Qualified Paraplanner

Recruiter
Reed Insurance
Location
Southampton
Salary
30000.0000
Posted
12 Feb 2017
Closes
12 Mar 2017
Contract Type
Permanent
Hours
Full Time
My client located in Southampton are looking for a Paraplanner to join their busy team of 25 to work closely alongside the businesses Financial Advisers to support the business in providing sound, professional financial advice.

Salary on offer up to £40,000 for a experienced Paraplanner who is Level 4 Qualified with ambitions to become Chartered, who can hit the ground running.

Key Duties:
• Writing in-depth reports and suitability letters
• Review clients needs for the adviser to present on
• Liaise with head office and financial services providers
• Complete Fact- Finds
• Analysing information given by clients enabling you to meet their requirements by and preparing plans best suited.
• Complete risk analyses
• Research the marketplace

Key Skills:
• Excellent report writing skills
• Fine eye for detail and attention to accuracy
• Use of initiative and ability to work alone and in a team.

Reed Specialist Recruitment Limited is an employment agency and employment business