Reed Insurance
17 Apr 2017
17 May 2017
Contract Type
Full Time
Paraplanner - Wakefield Salary up to £35,000, dependant upon experience + Excellent Benefits.

I am delighted to be working in partnership with an IFA practise, who are part of a National network, and who are currently looking to add a Paraplanner to their existing team.
This is a fantastic opportunity to be part of a larger team of Paraplanners supporting professionally qualified Independent Financial Advisers.
The Advisers offer an independent, personal and proactive advisory service to clients, they will typically provide advice on the full range of financial planning services such as: investments; retirement; tax; education; savings; protection; long term care and mortgage planning.

As a successful candidate you will be;

Working closely with the Financial Advisors, existing Paraplanner and Administrative support.
You will be responsible for assisting the Advisers in achieving and where possible exceeding their annual targets and objectives.
The key purpose of the role is to research, analyse and compile Financial reports.
You will also be responsible for initiating and maintaining contact with new and existing clients.
You will work in conjunction with the Financial Advisors and provide financial advice and on-going service to prospective and existing clients.
Research, analyse and compile Financial Planning Reports
Handling existing client queries wherever possible.

In order to apply you will need to be a fully fledged Paraplanner.
Hold the Level 4 Diploma
Have experience of maintaining and achieving targets.
Excellent interpersonal skills and telephone manner
Excellent personal organisational and administrative planning skills
Highly numerate
Excellent attention to detail
Proven ability to work on own initiative
The ability to work well within a team environment and build effective working relationships both internally and externally
Good knowledge of Microsoft Office
Accurate keyboard skills

In return you will have the opportunity to work for a highly successful national Financial Services company, and receive a competitive salary of up to £35,000, (dependant upon experience) as well as a whole host of benefits and the opportunity to progress your career within Financial Services. My client is fully supportive of getting you up to Chartered status.

In order to find out more please do not hesitate to contact myself, Helen Spriggs on 0113 2368957, or email your cv to

Reed Specialist Recruitment Limited is an employment agency and employment business