Paraplanner

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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. xehkeey ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
Location:
Sunderland, Tyne And Wear
Job Type:
FullTime
Category:
Banking And Financial Services

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