Paraplanner (Hybrid)
A superb Wealth Manager ( IFA) are keen to appoint an experienced Paraplanner on a hybrid basis to work 2 days in the Whitely, Hampshire office and 3 days from home.
Role and responsibilities
- We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report.
- The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
The role will offer a basic salary to c £45k with a supporting benefits package. The position will suit an experienced Paraplanner and is available immediately.
Required skills
- paraplanner
- suitability
Reference: 52917222
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'