Paraplanner
Newcastle Upon Tyne
to £38,000 plus benefits and bonus
A national Wealth Management firm have an immediate requirement for an experienced Paraplanner, to work from their Newcastle office.
Main duties and responsibilities include:
* Prepare Financial Plans, Suitability Reports and Letters.
* Cash flow modelling and forecasting.
* Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a good understanding of FCA regulations and FCA products.
Requirements:
* You will hold the Diploma Level Four qualification.
* Good understanding of the financial planning process and associated compliance aspects.
* Experience of report writing and conducting investment and product market research.
* Technically proficient across all areas of financial planning, especially pensions.
* Ability to use technical financial planning tools, financial modelling and back-office software.
To Apply:
Please send your CV to sj@rewardrecruitment.co.uk or call Stuart on 07747 782934