IFA Support/ Paraplanner

Reed Insurance
12 Feb 2017
12 Mar 2017
Contract Type
Full Time
My client is a leading Wealth Management firm in the city looking to expand their team. They provide specialist independent advice on wealth management to individuals seeking sound advice on Pensions and Investments. This is a fantastic opening to join this vibrant expanding team.

To be considered for the role you will have 2-3 years experience in an IFA/ Wealth Management firm. You have skills in detailed report writing as well as the skills to research Protection, Pension and Investment products.

Key Skills:

• Report writing, documenting the review and associated advice of existing investments, pensions, ISAs and other investment types.
• IT skills commensurate with computer packages used including detailed understanding and use of Enable (our Swift tool)
• Dealing with day to day client and provider enquiries
• Preparing for client meetings including checking that all compliance paperwork is present.
• Analysing and Interpreting data obtained during client meetings
• Analysing client’s existing products to determine whether they meet the client’s current objectives

If you have the necessary Diploma and experience then please do apply or send me your CV directly at gylan.marks@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business