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Reed
,
Reading, Berkshire
Paraplanner - Berkshire Area
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
My client a very successful National IFA Practice is actively looking to recruit a highly skilled Minimum Level 4 Diploma Qualified Paraplanner to join their very offices in the Reading area. From an IFA background within Paraplanning the candidate must be able to hit the ground running immediately and be able to carry out report writing for HNW clients with great skills and confidence. Main Aims of the Role are as follows:- a) To provide technical and research support to the planners. b) To prepare reports for clients. c) To assist the Paraplanner Manager and compliance department where required. Prepare Suitability Reports • Prepare full suitability reports • Prepare summary of recommendations for administrators to prepare the client pack • Liaise with administrators and planners on any required amendments • Ensure all recommendations meet with company standards To be considered you must be from a Paraplanning background and have strong skills in preparing reports.