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Experienced Paraplanner
2 months ago
About the Role:
We are seeking a highly skilled Senior Paraplanner to join our team at Reed. As a Senior Paraplanner, you will play a key role in providing high-quality technical support and ensuring the delivery of exceptional client service.
Key Responsibilities:
- Provide technical support to financial planners and other stakeholders
- Conduct research and analysis to identify suitable investment solutions for clients
- Prepare and present written reports and recommendations to clients and stakeholders
- Collaborate with the team to ensure compliance with regulatory requirements and company policies
- Develop and maintain strong relationships with clients and stakeholders
Requirements:
- Minimum 3 years' experience in paraplanning or a related field
- Chartered status or Diploma Level 4 qualification
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and career growth
- A dynamic and supportive team environment
- Flexible working arrangements
About Us:
We are a leading recruitment agency specializing in financial services recruitment. We pride ourselves on our commitment to delivering exceptional service and building long-term relationships with our clients and candidates.
