Reed Insurance
02 May 2017
02 Jun 2017
Contract Type
Full Time
I am recruiting for a Paraplanner to join a leading financial services company to be based in their Bath office.

Initially this is a 12 month fixed term contract with the opportunity to go permanent in the future as the business continues to grow.

They provide a range of solutions for individuals and companies, including wealth management, employee benefits and insurance services.

• Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners
• Preparation of client review paperwork to include fund and product research using appropriate financial systems
• Compilation of financial cashflow forecast
• Analysis, monitoring and reporting in respect of investment valuation reports, to include
SIPP drawdown analysis, existing policy analysis and portfolios
• Liaise with Product Providers / Third Parties regarding any technical queries
• Review asset allocation for any Platform based holdings
• Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
• Attend client meetings with the Financial Planners, as required

• Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
• Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source
• Pre-complete all application forms with guidance notes where appropriate
• Preparation of authority letters, switch letters, encashment letters according to advice provided

• Fully Diploma qualified
• Good understanding of the Financial Planning process and cashflow modelling
• Strong interpersonal skills, both written and verbal communication and customer service skills
• Excellent planning and organisational skills
• Accuracy and attention to detail to balance demands of role
• Good use of Microsoft office
• Broad knowledge of the Financial Services Industry and high level of technical knowledge

To discuss this vacancy in further detail, please contact me on 0117 930 4820 and email an up to date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business