Paraplanner

3 weeks ago

Blandford Forum, United Kingdom Reed Insurance Full time

Our client, Specialists in Investments Pensions, Long Term Care & Inheritance Tax Planning, are seeking an experienced Paraplanner who wants to progress into an advisor with whole of market access, as you progress into an advisor you will inherit a goodbank of clients - a fantastic opportunity

About the role:

- Preparing and maintaining client files.
- Undertake research to identify suitable solutions to meet the client’s needs
- Prepare information/comparisons for analysis
- Prepare suitability letters in accordance with the agreed recommendations
- Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients

For more information please contact Donna at REED

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