Paraplanner - Newcastle Upon Tyne, United Kingdom - Reed Insurance
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
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