Paraplanner

Posted 20 June by Coast Specialist Recruitment
Easy Apply

Register and upload your CV to apply with just one click

Our client is an esteemed IFA wealth management firm who are well known within the industry for their excellent standard of service.

Their growth over the last couple of years has been exponential and as a result they are looking for a experienced paraplanners.

Conducting

  • Product Research - Ordering illustrations, fund performance
  • Producing compliant reports (both standard and one off) for the Advisers, initially under supervision but eventually independently
  • General Correspondence with clients and providers
  • Portfolio valuations & reviews

Skills And Experience

  • minimum of two years experience in a similar role at an IFA practice.
  • A strong understanding of pensions and investments.
  • Educated to a minimum of A level, or currently studying towards financial industry qualifications.
  • Presentable and highly organised with a keen attention to detail.
  • You will need excellent communication skills, both verbal and written.
  • Strong organisational skills and the ability to manage your own work-flow and prioritise.
  • The ability to work well as part of a team
  • IT proficient (Excel, Word)
  • Be self motivated

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Pensions
  • Wealth Management

Reference: 52917103

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 job