Paraplanner - Newcastle Upon Tyne, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Newcastle Upon Tyne, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking for a new Paraplanning opportunity in 2023?

Edinburgh - Hybrid/WFH - Study Support - Career Progression

Salary up to £50K DOE/Qualifications

Highly competitive benefits package including excellent pension and bonus

REED are pleased to be working with a lead Financial Planning company who are looking for a Diploma qualified Paraplanner to join their established team.

You will be responsible for offering a first-class service to all clients, providing them with a rangeof investment and retirement products and solutions to meet their financial goals and objectives.

Key responsibilities will include:

Compilation of suitability reports, to include full analysis and developing cash flow models
Maintain awareness of and act in accordance with all Compliance and legislative obligations
Ensuring client business is processed compliantly and in a timely manner
Providing full paraplanning support with technical queries to Advisers and the administration team
Keep advisers updated with progress on cases and liaise with them to expedite completion of advice

Key skills required:

Experienced Paraplanner with excellent report writing skills
CII Level 4 DipPFS qualification is essential
Highly organised, with excellent communication skills and able to manage multiple channels
Strong numerical ability and ability to analyse financial data and performance metrics

**If you are a pro-active team player who is adaptable, flexible, and is looking to accomplish new goals,submit your CV to avoid disappointment