Paraplanner Part Qualified - City of London, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently working with an award winning, dynamic financial planning practice, noted as a top 100 practice within the UK with strong ethical beliefs and a truly independent firm who strongly believe in responsible investing.

The client works across London, with city professionals that include clients from banking, insurance, and the legal sector.

They are keen to speak with Paraplanners, either level 4 qualified or close to. They would like to meet aspirational individuals who are looking to build a career.

Salary from £40,000.00 to £55,000.00 dependent upon experience and qualifications. Excellent benefits and pension on offer, with a hybrid working model.

Duties will include.

Preparing technical reports and recommendations including reason why letters and personalised reports
Undertaking product research, obtains illustrations, and uses analytical software to review a client's existing arrangements.
Implementing recommendations.
Preparing and maintaining compliant client files.
Preparing Annual Reviews
Cashflow modelling