paraplanner/Trainee Paraplanner

Reed Insurance
16 May 2018
21 May 2018
Contract Type
Full Time
My client a leading National IFA practice is actively looking to recruit a skilled Paraplanner or Trainee Paraplanner, currently writing reports to join their very successful Team based in their offices between Reading and Basingstoke. This is a great opportunity for an ambitious hard working individual who is looking to make a career in Financial services and ideally is part Diploma Qualified and currently writing reports. The client rewards talent and for each exam you achieve you will gain a further salary increase to reflect you commitment to achieving your exams.

The main duties withing the role will be to develop your skills within Paraplanning by writing technical reports and shadowing the senior paraplanners in gaining more exposure within wealth planning. The position will also include supporting the Advisers and assisting in ensuring that the client reports are to a very high standard on behalf of Corporate Pensions Clients.

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

Strong background within Financial Services and preferably full or part diploma qualified and looking to further your career in Paraplanning

Currently writing reports on behalf of Clients and carrying out a Junior or Qualified Paraplanner role.

Reed Specialist Recruitment Limited is an employment agency and employment business

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