Paraplanner

Recruiter
Reed Insurance
Location
Wolverhampton
Posted
16 May 2018
Closes
27 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client has an office based in Wolverhampton and they are looking for a Paraplanner to join their reputable firm. The firm pride themselves on the positive response of their clients, about their excellence in service and quality of advice given – this has been central to their growth.

Your responsibilities will include:

-Undertaking product research and compiling appropriate investment strategies, in line with the clients’ attitude to investment risk
-To prepare in-depth Client Reports within 24 hours for the client meeting. The reports should details the features and benefits of recommendations by the Financial Adviser.
-Discuss the reports with the Financial Adviser, amending as required
-Researching and compiling appropriate investment strategies in line with clients’ attitude to investment risk

The experience you need:

-Level 4 Diploma in Financial Planning or equivalent
-Demonstrable paraplanning experience
-Knowledge of Intelliflo, Selecta Pensions, FE analytics and Cash/stress forecasting
-Knowledge of Capital Gains, Income and Inheritance Tax
-Ideally working toward Chartered status
-Knowledge of Microsoft Office software

Reed Specialist Recruitment Limited is an employment agency and employment business

Similar jobs

Similar jobs