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- Location: Newcastle-Under-Lyme
- Job Type: Full-time, Part-time considered, temporary for up to 6 months (possible temp to perm)
- Hourly Rate: Negotiable depending on experience
We are seeking a skilled Paraplanner to join our client on a temporary basis, with a possibility of temp to perm. This role can be full-time (37.5 hours per week), or part-time will be considered down to 30 hours per week. This role involves writing reports, conducting research for a varied client portfolio, and dealing with both individual clients and businesses. The ideal candidate will have experience working with a full range of financial products and be adept at interpreting data and managing documents required for industry regulations.
Day-to-day of the role:- Write detailed financial reports and conduct research for a diverse client portfolio.
- Interpret data, obtain quotes, analyse products, and manage all documents required for various industry regulations.
- Utilise various platforms to research, collate data, and perform scenario planning to produce detailed case reports, create illustrations, and prepare valuations for client meetings.
- Submit applications to financial institutions.
- Stay up-to-date with industry regulations and compliance requirements, ensuring all client files are compliant.
- Proven background in Wealth Management is essential.
- Excellent communication skills.
- Strong numeric and analytical skills.
- Ability to work well under pressure to meet deadlines.
- Strong work ethic and team player.
- Tech-savvy, with proficiency in platforms like IO, Dynamic Planner, FE Analytics, Voyant.
To apply for this Paraplanner position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.
