Vacancy posted: Wednesday, 22 Aug 2012
You will be joining a well established team providing paraplanning support to a group of of High Net-worth IFAs advising on the full spectrum of financial services products individual and corporate.
You will on a day to day basis, be responsible for:
Pre and post sale administration
Fact Find Analysis
Liaison with Consultants / IFAs
Prepare suitability reports in accordance with agreed recommendations
Complete applications/proposal forms
Ensure all compliance paperwork is in order
Make changes to clients' investments as instructed
Implement the chosen investment strategies
Level 4 is desirable, but not as important as experience in paraplanning
Experience of industry software
Previous experience within an IFA organisation
This role will be offered as a 12 month maternity contract but due to continued business success will hopefully become permanent.
Reed Specialist Recruitment Limited is an employment agency and employment business.
Job Reference: 787656
Closing Date: 25-Aug-2012
About Reed Insurance
Reed Insurance are the UK's leading Financial Services and General Insurance recruiter.