Reed Insurance
11 May 2017
09 Jun 2017
Contract Type
Full Time
Our Client, an established and reputable national Financial Advisory firm are looking to recruit an experienced Paraplanner to join their Nottingham Office!

This is an outstanding opportunity for the right candidate to provide technical support to a Senior Wealth Planner working in the mid – HNW private client market, whilst building upon their existing skills and experience within the Industry. 

- To provide technical support to the Financial Advisers, including but not limited to:-
• Technical research
• Report writing and drafting advice letters
• Keeping client affairs “under review”
• Managing client expectations
• Liaising with the relevant administration teams

- To deliver compliant and client-friendly letters/reports within agreed and acceptable timescales.

- To ensure all duties are carried out in accordance with best practice, internal compliance, Training and Competence, complaints procedures and the requirements of relevant legislation and any other relevant procedures.

The ideal candidate will have;

- Previous experience within a Paraplanning position within the Financial Services sector is essential

- Ideally the Level 4 Diploma in Financial Advice- or be working towards this - Qualified by experience will be considered also for exceptional candidates

- Ability to work well within a team and individually

Reed Specialist Recruitment Limited is an employment agency and employment business