Paraplanner
New Today
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. xbpsjku
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
- Location:
- Sunderland
- Job Type:
- FullTime
- Category:
- Banking And Financial Services
We found some similar jobs based on your search
-
New Today
Paraplanner
-
Sunderland, Tyne And Wear
- Banking And Financial Services
Paraplanner Ready to make your application Please do read through the description at least once before clicking on Apply. NewcastleUponTyne c.£40,000plusbenefits AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketlead...
More Details -
-
New Today
Paraplanner
-
Sunderland, Tyne And Wear
- Banking And Financial Services
Paraplanner Ready to make your application Please do read through the description at least once before clicking on Apply. NewcastleUponTyne c.£40,000plusbenefits AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketlead...
More Details -
-
4 Days Old
Paraplanner
-
South East England
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional...
More Details -
-
6 Days Old
Paraplanner
-
South East England
Templegate RecruitmentSpecialist Recruiters in Financial ServicesParaplanner Research TeamLocation:Rayleigh, Essex (Hybrid working available)Salary:£40,000£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffi...
More Details -
-
6 Days Old
Junior Paraplanner
-
South East England
Looking to bring your financial planning expertise to a flexible role where you can make a real impact?This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-...
More Details -