Senior Paraplanner

Reed Insurance
14 Feb 2017
14 Mar 2017
Contract Type
Full Time
My client are a small boutique firm in Central London looking for an experienced Paraplanner. You will be fully involved in all aspects of the Wealth Managements process working very closely alongside The Principle Consultant and other Financial Adviser. You will also be helping/ managing the Junior Paraplanner and IFA Support in their business functions to help in the business.

The Role: to support the Director Partner and Financial Planner when informing and advising clients on financial strategies, plans and products.

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

To be considered for the role you will have 2-3 years’ experience as a Paraplanner in an IFA. If you have skills in detailed report writing as well as the skills to research protection, pension and investment products then please do apply. Diploma qualified.

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

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