Paraplanner

Recruiter
Reed Insurance
Location
Birmingham
Posted
16 May 2018
Closes
21 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
An exciting opportunity has become available for a bright professional to join a highly successful and prestigious firm as a Paraplanner.

My client are an award-winning financial planning and investment company, they provide full financial planning that covers all areas of finances and have been established for decades.

If you are interested in this position, please either call me on 01179304820 or email me at Katie.Mihaylov@reedglobal.com

Your responsibilities will include:

-To prepare suitability reports
-Ensuring all compliance paperwork has been carried out
-Carrying out technical research
-Maintaining core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
-To obtain data on in-house and third party products in order to provide technical valuations as required
-Proactively enhance industry and company knowledge

The experience you need:

-Level 4 Diploma in financial planning
-Excellent standard of education with a desire to further development and to undertake relevant exams
-Professional telephone manner
-Proficient IT skills in core Microsoft Office systems
-Excellent verbal and written communication skills
-Keen eye for detail

Reed Specialist Recruitment Limited is an employment agency and employment business

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