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Paraplanner

3 months ago

Exeter, United Kingdom Reed Full time

Reed Financial Services are pleased to be representing a leading Medium sized Multi-discipline practice provifing clients with integrated solutions to meet their needs, based in Exeter

Responsibilities, defined but not limited to…

• Checking all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.

• Undertake research to identify suitable solutions to meet the clients’ needs and objectives.

• If applicable, liaise with the clients’ legal and tax advisers.

• Collate quantitative detailed information required to compile complex suitability reports.

• Write technical suitability / strategy reports which are easy to understand by the client.

• Complete application / proposal forms.

• Act as a sounding board for financial advisers to conclude on the best course of action for clients.

• Review investment portfolios and compile suitable portfolios targeting a desired level of risk

• Training and supervision of junior staff (where relevant).

• Providing assistance to the  Wealth team 

Relevant skills

Ideal candidates will be able to demonstrate a high level of technical knowledge, across various financial products, and computer literacy across the main elements of the Microsoft suite of products.

You should hold evel 4 Diploma or equivalent and also possess good prioritisation and time management skills, to ensure adviser and client expectations are met

In return

  • Salary £35-50,000 depenednt on experience/quals
  • Bonuses on a discretionary basis
  • 24-days holiday (plus bank holidays) rising by 1-day after every 1 full year of service up to a maximum of 32-days
  • Part of our Group Income Protection Insurance
  • Part of our Group Life Assurance (4 times salary)
  • Part of our Group NHS top-up scheme
  • Pension: 4% employee contributions and 4% employer, rising to 6% employer after 5-years
  • Access to electric car scheme after 12-months
  • Opportunity to become part of our Growth Share scheme