Paraplanner

Recruiter
Reed Insurance
Location
Canterbury
Salary
25000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time
Experienced Paraplanner wanted in Canterbury. Our client is seeking a Paraplanner with strong knowledge in Holistic Financial Planning. You will be working closely with senior advisers in this established IFA business, strategising the best way to deliver a timely, efficient and compliant solution to clients.

The role will see you actively work with various departments, to ensure all work meets company standards and clients are not disadvantaged.

You will learn first hand what good advice looks like and you will be given every opportunity to develop and grow as a Paraplanner.

In order to be successful in your application you will need to demonstrate the following in your CV. Candidates unable to evidence will not be considered.

As a Paraplanner you will need to be Level 4 Diploma qualified (DipPFS/ DipFA) or at least working towards this and have experience working in a Wealth Management or IFA environment. The extent of your work in this environment ideally needs to include experience researching a range of financial planning products including investments, pension products and protection.

Knowledge of estate planning and IHT provisions with experience using research tools such as Adviser Office (Iress) platform software will be an advantage but not essential.

In addition to the above technical knowledge and experience desired, the successful candidate will need to be personable and comfortable communicating (both written and verbally) with senior management, partners and clients.

If you feel you match the above criteria an interview may be a few days away. Please contact Alina Ristea on 0207 220 4777 or on alina.ristea@reedglobal.com

Key Words: Paraplanner / Para Planner / FE Analytics / Holistic Financial Planning / IFA / Wealth Management / Intelligent Office / Investments / Pensions / IHT / Iress / Adviser Office

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