Paraplanner/Trainee Paraplanner

Recruiter
Reed Insurance
Location
Newbury
Posted
11 Feb 2018
Closes
21 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My Client a leading Financial Services and Finance Company is actively looking to recruit a Diploma Qualified Paraplanner or Part Diploma Qualified individual, who is confident in writing Technical Wealth Planning reports on behalf of NW and Corporate Clients. From a Wealth Planning Background, the successful candidate will currently be writing reports and supporting Senior Para planners and Advisers. The client rewards talented individuals and you will be recognised for your abilities.

Th main duties will be as follows:-

- Writing Technical Wealth Planning Reports
- Supporting the Directors and Advisers on the report writing side
- Preparing suitability reports and assisting more senior Paraplanner
- Carrying out Research on behalf of both HNW and Corporate Clients

To be considered you must be able to demonstrate the following:-

- Strong background within Wealth Planning and Para planning
- Preferably full Diploma - ideally or working towards the Diploma
- Report writing currently for both HNW and or Corporate clients

Reed Specialist Recruitment Limited is an employment agency and employment business

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