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Location: CRAWLEY, WEST SUSSEX, UNITED KINGDOM Salary: 25,000-40,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 9 months ago Reference: X3-402342


Reed are delighted to be working with a local firm who are looking for a Paraplanner. You will need to have experience with report writing and have been involved in the production of suitability letters. Experience and understanding in this area is vital to the role.

Duties include:

• Ensuring appropriate data is accurately recorded on the back-office system and in line with Company procedures.
• Undertaking research in relation to investment funds and products, producing suitability reports and obtaining illustrations at times.
• Suitability reports 

Key competencies:

• Qualifications of CF level or RO level will be beneficial but not essential.
• Ability to work within a defined business process in a high-pressure environment with attention to detail imperative.
• Ability to multi-task and prioritise, plan own workload and manage Advisers’ expectations.
• A ‘can do’ positive approach to work.
• Good communication skills.
• Ability to use own initiative and to work both on your own and within a team.
• Conscientious.

For more information please contact Donna at Reed

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