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Financial Planning Specialist

1 month ago

Horsham, West Sussex, United Kingdom Reed Full time
Paraplanner Role at Reed Financial Services

Reed Financial Services is seeking a skilled Paraplanner to join their dynamic team at a leading financial advice network.

Key Responsibilities:

  • Provide comprehensive support to financial planners across various areas, including pensions, investments, protection, and cashflow planning.
  • Liaise with product providers to gather necessary data and stay up-to-date with industry developments.
  • Regularly report to the Paraplanning Team Leader and Operations Manager, ensuring adherence to data protection principles and company policies.
  • Promote and ensure the delivery of Client Best Interest outcomes as per company policy.
  • Prepare and issue personal illustrations, key features documents, and other relevant information.
  • Maintain a complete audit trail in the software system to justify product selection and ensure compliance.

Requirements:

  • Significant experience within the financial services industry.
  • Proficient in Microsoft Office applications and familiar with industry-specific software like Intelligent Office CRM.
  • Up-to-date knowledge of financial services providers and products.

What We Offer:

  • Opportunities for professional development and training in areas like strategic financial planning and cashflow modelling.
  • A supportive team environment that fosters personal and professional growth.
  • Competitive salary and benefits package.