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    Paraplanner (Homebased) - Bristol, United Kingdom - Reed

    Reed background
    Description
    Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.

    In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.

    This role is ideal for someone who has experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company.

    To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.


    • Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
    Provide research and analysis of investment funds and financial products, whilst considering the client objectives.


    • Review asset allocation for any investment/pension holdings
    • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
    • Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
    • Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
    • Previous experience of working in similar role within financial services
    • Practical application of technical financial knowledge within career.
    • Previous data research and report writing experience within financial services
    • Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
    • Experience of working in a small to medium sized financial services environment
    • Experience of working with IO back-office software
    • Good understanding of the Financial Planning process.
    • Excellent planning and organisational skills.
    • Broad knowledge of the Financial Services Industry and high level of technical knowledge
    • Ability to manage and complete project
    For more information or a confidential chat please get in touch with Sarah Walker.
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