Paraplanner

Recruiter
Reed Insurance
Location
Bridgend
Salary
25000.0000
Posted
08 May 2017
Closes
07 Jun 2017
Contract Type
Permanent
Hours
Full Time
Our client, a leading Accountancy practice with an established financial services arm understand that in order for their team to maintain the drive and positivity needed in the fast moving business world that we live in, the work that you do must be rewarding.

Due to continued growth they now require an additional Paraplanner to join the team.

The Responsibilities
• Preparing recommendations and writing financial planning reports
• Creating monthly valuations
• Liaising with clients, some of which are Ultra High Net Worth clients
• Liaising with product providers/professional connections
• Researching Investments
• Working alongside the administration team
• Drafting tender documents and presentations
• Conducting research, analysing and presenting the results using modelling tools as appropriate
• Drawing up reports and drafting client communications
• Ensuring administrative and compliance processes are followed to required timescales

The Person – Skills & Qualifications
• Proven knowledge and experience of investments advice and planning is preferable
• Articulate and able to communicate effectively in verbal and written form
• Accurate with a methodical approach and a keen eye for detail
• Enthusiastic with a positive attitude and the ability to use initiative
• Willing to take on extra responsibility and tasks when required
• Highly organised, methodical, analytical and disciplined
• Holds certificate in financial planning or currently studying towards

Reed Specialist Recruitment Limited is an employment agency and employment business