Paraplanner

Recruiter
Reed
Location
Parkstone
Salary
£30,000 - £39,999
Posted
21 Mar 2019
Closes
24 Mar 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

The Client...

My client is a Wealth Management/ Investment Practice with offices nationally. They have a requirement for a Senior Paraplanner in the team to be based either out of the Whiteley Solent office or Bournemouth office due to an exciting expansion within the business. My client offers advice on financial planning, taxation and investments to a variety of clients throughout the UK.

The Role...

- Propose recommendations

- Address clients objectives and requirements

- Extensive analysis of clients data

- Obtain required quotes and illustrations

- Provide recommendations where needed

- Validate colleagues work through peer review

- Report writing

The Individual...

- Level 4 Diploma in Financial Planning or working towards

- Excellent report writing skills

- Previous paraplanning experience

- Organised, along with time management skills to meet deadlines

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