Paraplanner

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.

ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on 07747 782934 to discusstheopportunity in more detail.

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