Paraplanner
Ready to make your application Please do read through the description at least once before clicking on Apply.
NewcastleUponTyne
c.£40,000plusbenefits
AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketleadingWealthManagementfirm?Ifso,IhaveafantasticopportunityIamcurrentlyrecruitingfortojoinanationalclientbasedinNewcastleuponTyne.
Therolecomeswithacompetitivesalary(circa£40,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.
Thekeydutiesoftherolewillinclude:
- WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
- SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
- Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
- Arrangingforplanstobesubmittedtoprovidercompanies.
- Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
- Preparationofclientreviewpacks.
- Illustrationrequests.
- Keepuptodatewithfinancialproductsandlegislation.
- Complywithallcompanyandindustryguidelines,rulesandregulations. xiskglj
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
