Back to search
Reed Financial Services are pleased to represent a well-regarded IFA with offices in the southwest. They seek experienced Paraplanners to join their offices in Newton Abbott and Wellington. and can offer a competitive salary and flexibility to work from home 2 days per week.
Responsibilities
 Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Liaise with Head of Technical/Head of Compliance when uncertain / guidance required. Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports. Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way. Carrying out all tasks in a manner consistent with compliance procedures and company process. Ensuring all client files are compliant on an ongoing basis. Ensure that significant risk issues are referred to the Head of Compliance where appropriate. Make a constructive contribution to the continuing development of the team and business. Proactively enhance industry knowledge, through external and internal sources.
These duties are not to be regarded as exhaustive and you may be required toperform such other and / or additional duties within your skill and competence as the company may require.
Knowledge, Skills, Experience
Paraplanner experience plus Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
 Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations. Analytical in solving tasks with a keen attention for detail. Possess excellent organisational and time management skills with an ability to work under pressure and prioritise. Deliver effective and positive communication, and demonstrate competent use of IT.
In return;
Salary £35-45k depending on experience and qualifications.
3% pension contribution.
2 x death in service.
25 days holiday plus bank holidays.
Professional exam support
