Reed Insurance
12 Feb 2017
12 Mar 2017
Contract Type
Full Time
My client are a small boutique firm in Central London. They were formed and pooled together to from the best aspects of the financial world, with a first class approach to Financial Planning, Investment Management and Tax Planning. We are in need of a whole of market Paraplanner that has the experience to get heavily involved research for clients.
To be considered for the role you will have 2+ years’ experience as a Paraplanner in an IFA firm. If you have skills in detailed report writing as well as the skills to research protection, pension and investment products then please do apply. You must be Diploma qualified to be considered for the role. If you are working towards Advanced Diploma level this would be more desirable

Key Requirements and Skills:
• Thorough knowledge of product research and analytical tools
• Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
• An understanding of FCA regulations and guidelines relating to financial services clients
• Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
• Good communication skills (written and verbal) that are effective and meet business needs
• Ability to prioritise and organise own workload
• Ability to work under pressure and to deadlines
• IT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)
• Accuracy of work and attention to detail
• CII Diploma and must be willing to study and pass 2exams a year until you achieve CII Chartered Financial Planner status

Please email me directly if you would like to be considered for the role at

Reed Specialist Recruitment Limited is an employment agency and employment business