Reed Insurance
16 Apr 2017
16 May 2017
Contract Type
Full Time
A successful Financial Planning firm based in Chippenham is looking to expand their team and take on a professional, driven and organised PA/Para planner to work one on one with one of the IFA/Directors.

Almost all of their new clients are referred to them by existing clients and they rely very little on marketing, so this is a really exciting time to be joining them due to growth and the level of business they are dealing with. 

Within the role working you will be assisting with:

Diary/workflow management on all aspects of client work including meeting preparation and follow up work, within agreed time frames.

Research and suitability report writing

Main systems used are Intelligent Office (I.O) and their main Platform is Standard Life, as well as using Select a Pension, the Exchange, Mortgage Brain and Voyant Cash-flow. If you have experience with any of these programmes it would be extremely beneficial.


Death in Service – 2 x salary
Pension Auto-enrolement Scheme
Monday – Thursday 8.45am – 5.15pm
Friday 9am – 5pm
1 hour for lunch
Holidays – start at 20 days + all bank holidays
Free Parking

To be successful for this role you will need to be self-confident, driven, have excellent communication and numeracy skills. Great attention to detail, be computer literate and be competent with Microsoft Word, Excel and Outlook. 

This is a really great opportunity for someone who wants to step into a technical role, working in a fast paced and friendy office working for a successful Financial Planning firm.

Please contact me too day on 0117 930 4820 to discuss how to progress your application and please email an up to date cv to

Reed Specialist Recruitment Limited is an employment agency and employment business