Paraplanner

Recruiter
Reed
Location
Poole, UK
Salary
Competitive
Posted
11 Sep 2019
Closes
22 Sep 2019
Ref
1235881881
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client has been providing financial advise for over 30 years and gain a wealth of expertise and experience within the financial planning field. A rare opportunity has arisen for a Paraplanner to join their medium sized practice based within their offices in Poole.

Suitable candidates for the role will have achieved their Level 4 Diploma in Financial Planning or be working towards the qualification. You will have experience within suitability letter writing and have worked within an IFA practice where you have gained a strong understanding of whole of market products.

Role...

Provide technical support to IFAs enabling them to write business compliantly

Prepare Suitability Reports

Liaise with providers and third parties to obtain information, quotes, illustrations and product details

Maintain compliant client records

Obtain the relevant research documentation

Skillset...

An excellent team player

Excellent report writing skills

A genuine interest within financial planning and ambition to drive your career forward

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