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Financial Planning Specialist

2 months ago

Exeter, Devon, United Kingdom Reed Full time
{"title": "Paraplanning Role", "description": "Paraplanning Role

Reed Financial Services is seeking a skilled Paraplanner to join our team in Exeter. As a Paraplanner, you will play a crucial role in providing integrated solutions to meet our clients\u2019 needs.

Key Responsibilities:
  • Ensure client files meet FCA rules and requirements by verifying paperwork and information.
  • Conduct research to identify suitable solutions for clients, collaborating with legal and tax advisers as needed.
  • Compile complex suitability reports and write technical reports that are easy to understand.
  • Complete application and proposal forms, and provide support to financial advisers.
  • Review investment portfolios and create suitable portfolios targeting a desired risk level.
  • Train and supervise junior staff, and provide assistance to the Wealth team.
Requirements:
  • Hold a Level 4 Diploma or equivalent.
  • Demonstrate technical knowledge of financial products and computer literacy in Microsoft suite.
  • Excellent prioritization and time management skills to meet adviser and client expectations.
What We Offer:
  • Salary: £35,000 - £50,000 dependent on experience/qualifications.
  • Bonuses on a discretionary basis.
  • 24 days\u2019 holiday (plus bank holidays) rising by 1 day after every 1 full year of service up to a maximum of 32 days.
  • Group Income Protection Insurance.
  • Group Life Assurance (4 times salary).
  • 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.
", "lang_code": "en-US"}