Paraplanner - Hybrid Role
- Recruiter
- Reed Specialist Recruitment.
- Location
- The City, Central London
- Salary
- £35,000 per annum
- Posted
- 12 Apr 2019
- Closes
- 23 Apr 2019
- Ref
- 1086864249
- Job role
- Accountant
- Sector
- Accounting - Public practice
My client is looking for talented Paraplanners to join their rapidly growing team. This is a “hybrid” role that would suit either a level 4 qualified Paraplanner/trainee financial adviser looking to progress into an advisory role, or an existing adviser looking for a modern and efficient approach to private client advice and asset management.
About the Team
The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning.
Core Responsibilities
- New Business Suitability Reports
- Portfolio evaluation
- Be a point of resource for the junior paraplanners
Requirements
- Level 4 qualified is a must (CISI/CFA+IMC/RO1-RO6 or another qualifying route)
- Minimum 2 years’ experience in a paraplanning role (specifically paraplanning, suitability reports and assisting with pension transfers)
- Happy with being office based and providing advice to clients through email/phone mostly – progressing to client meetings
Benefits
There is a fantastic benefits package on offer which will be discussed in detail should you meet the requirements.
What next?
Apply today to be considered for this opportunity. If suitable, Emma Goldsmith, our specialist consultant will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Synonyms
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, para-planner, suitability, Senior Paraplanner
Reed Specialist Recruitment Limited is an employment agency and employment business
About the Team
The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension switch/transfers, bond surrenders, investment taxation and other general financial planning areas such as Inheritance Tax Planning and Lifetime Allowance Planning.
Core Responsibilities
- New Business Suitability Reports
- Portfolio evaluation
- Be a point of resource for the junior paraplanners
Requirements
- Level 4 qualified is a must (CISI/CFA+IMC/RO1-RO6 or another qualifying route)
- Minimum 2 years’ experience in a paraplanning role (specifically paraplanning, suitability reports and assisting with pension transfers)
- Happy with being office based and providing advice to clients through email/phone mostly – progressing to client meetings
Benefits
There is a fantastic benefits package on offer which will be discussed in detail should you meet the requirements.
What next?
Apply today to be considered for this opportunity. If suitable, Emma Goldsmith, our specialist consultant will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Synonyms
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, para-planner, suitability, Senior Paraplanner
Reed Specialist Recruitment Limited is an employment agency and employment business
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