Trainee / Junior Paraplanner
- Recruiter
- Reed Insurance
- Location
- Burgess Hill
- Posted
- 26 Apr 2018
- Closes
- 15 Jun 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
I have a rare opportunity to recruit for a Junior Paraplanner for my client based in South East area this company specialise in Wealth Planning and is very well established with a huge client base.
This role iss for a Junior paraplanner role: Full training and support given
Assist advisers in dealing with new business opportunities from new and existing clients
• Assist Advisers in reviewing client’s existing mortgages/protection/investments/pensions
• Recommend appropriate mortgages/protection/investments/pensions
• Prepare client files by analysing Fact Find, select appropriate products
• Research best products on the market and inform advisers
• Regularly meet with broker consultants to discuss new and existing products
• Meet and communicate with advisers daily to discuss case preparation and progress of research
• Deal with technical queries from Advisers
• Regularly attend seminars to maintain and enhance knowledge of the market
• To produce technically competent and compliant client reports
• To produce reviews in line with agreed format
• Monitor smooth running of pending business through to issue
• Carry out Valuations
•
For this role we are seeking someone who has a background within the financial Industry and is seeking the move into the next step of their career and start Paraplanning.
We would like to speak to candidates that have either work for a Provider, Wealth advisory or Independent Financial Advisory business previously in any capacity.
Please apply for consideration.
Reed Specialist Recruitment Limited is an employment agency and employment business
This role iss for a Junior paraplanner role: Full training and support given
Assist advisers in dealing with new business opportunities from new and existing clients
• Assist Advisers in reviewing client’s existing mortgages/protection/investments/pensions
• Recommend appropriate mortgages/protection/investments/pensions
• Prepare client files by analysing Fact Find, select appropriate products
• Research best products on the market and inform advisers
• Regularly meet with broker consultants to discuss new and existing products
• Meet and communicate with advisers daily to discuss case preparation and progress of research
• Deal with technical queries from Advisers
• Regularly attend seminars to maintain and enhance knowledge of the market
• To produce technically competent and compliant client reports
• To produce reviews in line with agreed format
• Monitor smooth running of pending business through to issue
• Carry out Valuations
•
For this role we are seeking someone who has a background within the financial Industry and is seeking the move into the next step of their career and start Paraplanning.
We would like to speak to candidates that have either work for a Provider, Wealth advisory or Independent Financial Advisory business previously in any capacity.
Please apply for consideration.
Reed Specialist Recruitment Limited is an employment agency and employment business
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