**Paraplanner Wanted for A National Firm**

Reed Insurance
Leamington Spa
28000.00 GBP Annual
07 Sep 2017
05 Oct 2017
Contract Type
My client is an established national firm of Independent Financial Planners who are seeking to appoint an experienced Paraplanner to help assist the firms' Advisers. The firm pride on a holistic advice cycle, taking time to fully comprehend their clients' personal circumstances in relation to the range of financial products they advise across.

Your key responsibilities include:

• Adhere to all company process and procedures
• Maintain client records on Intelligent Office to ensure they are up to date and accurate.
• Update client information on Intelligent Office and inform adviser accordingly.
• Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client.
• Complete all tasks allocated to you by advisers, manager or team leader.
• Analyse clients existing circumstances.
• Provide research on new products and funds for advisers
• Produce a client suitability report confirming new recommendations as per company standard and compliance procedures.

Experience needed:

• IT literate, including all Microsoft Package
• Confidence to deal effectively with clients, colleagues and product providers.
• Ability to efficiently manage priorities and workloads
• Ability to stick to strict deadlines
• Experience of Intelligent Office
• Comprising of suitability reports
• O&M Pension Profiler & Defaqto

Reed Specialist Recruitment Limited is an employment agency and employment business