Paraplanner Diploma Qualified - Cambridge, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Cambridge, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am recruiting for a great opportunity in PARAPLANNING with a National Financial Planning Company looking for a skilled successful PARAPLANNER AND REPORT WRITER.The role will allow part remote working and is based in the Basingstoke Area.

The companyis looking for paraplanners who thrive on making a positive impact on people's lives.

The great Role Details

You will provide holistic paraplanning support to the Financial Advisers, aiding in the delivery of advice and ongoing services to prospective, new and existing clients.

The clients are individuals looking to plan in order to secure their financial futures. Your knowledge, expertise and collaborative approach to the paraplanning role is key and very important.

You will work closely with our Advisers and Administrative SupportTeams to research, analyse and compile Financial Planning reports of the highest quality.

What's In It For You?

If you're the right kind of paraplanner to join the Company, you'll find:

A company that wants you to be a success and will do everything we can to make it happen
A company that will invest heavily in your professional development and keep you at the leading edge of technology
A company that is going from strengthtostrength every year, and want you to be a part of that
Conduct research on clients' financial planning arrangements, both existing and recommended, to ensure that the client's needs and objectives are met
Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
Compile investment, pension and protection illustrations, projections and associated documentation
Write suitability reports, client service agreement letters
Ensure client files comply to both FCA regulations and internal policy and procedure

Experience & Skills

You must have secured a number of financial qualifications and be striving towards the Level 4 Diploma in Financial Planning
Have previous experience working as a Paraplanner
Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries
Have experience working in a fastpaced environment, whilst still maintaining excellent attention to detail

The salary and benefits are excellent and they role is to be applied for BY A SKILLED PARAPLANNER.