Paraplanner

1 Days Old

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 discu...
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Location:
Newcastle Upon Tyne
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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