Paraplanner

Reward Recruitment

Screened

Sunderland, North East

£40,000/annum

Posted 2 days ago

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About the role

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. xwzovoh

ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.