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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