Senior Paraplanner

Reed Insurance
05 May 2017
04 Jun 2017
Contract Type
Full Time
A large scale client of Reed's located within the Poole area are expanding and are therefore seeking a Senior Paraplanner to join the team and balance the workload. This is a excellent opportunity with a future pathway to Advising for a committed and forward thinking individual.

This is a technical position with a competitive salary of offer of upto £35,000 for a Para planner with minimum 2 years experience and knowledge within whole of marker products and DB schemes.

My client is extremely supportive of employee's gaining their Chartered status.

Key Duties:
• Liaising with advisers, product providers and clients by telephone, letter and email on administration and technical matters.
• Prepare information/reports/comparisons for analysis by adviser
• Review client valuations and reports prepared for client review meetings
• Identify and refer business opportunities to advisers
provide technical support and provide research on new opportunities
• To write compliant suitability reports

Key Skills:
• Diploma in Financial Planning and/or working towards Chartered status
• Excellent written and verbal communication skills
• Experience in TVAS and DB schemes
• Excellent attention to detail
• Financial Services back office systems experience

Reed Specialist Recruitment Limited is an employment agency and employment business