Paraplanner Leeds NEW

Recruiter
Reed Insurance
Location
Leeds
Salary
25000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time
A new opportunity has arisen for an experienced Paraplanner to join a highly successful Chartered Financial Planners practice.
This is a fantastic opportunity to work for a professional and recognised IFA firm that will encourage you to learn new areas of wealth management.
You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

As a Paraplanner you will work within an established successful team.
You will support 2 experienced Advisers in areas of High Net Worth including complex pensions and investments work.
In addition to report writing you will support the Advisers in the advice process.
You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Advisers in establishing new client relationships.

In order to apply it is essential that you have the following experience:
PRACTICAL EXPERIENCE AND KNOWLEDGE OF AN IFA ENVIRONMENT
Diploma Level 4 Qualified
Keen to progress with Industry exams (Working towards Level 6)
To be able to work on own initiative with great attention to detail
Strong interpersonal skills, drive & energy
Motivated by working in a fast paced environment
Organised and able to prioritise
Educated to GCSE level or equivalent with grade C or above in Maths & English
Able to use software packages such as Excel/Word/Outlook

In order to apply please contact Helen Spriggs on 0113 2368957 or email your cv to helen.spriggs@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business