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Paraplanner - Newcastle £28,000 - £35,000

Posted 27 February by Taylor James Professional Recruitment LTD Easy Apply Ended

Paraplanner / DipFA / DipPFS / north east / Newcastle/ Permanent / Salary / £28,000 - £35,000 + excellent benefits package + study support

A fist class opportunity has arisen for an experienced Paraplanner to join our IFA client in Newcastle on a permanent basis.

Working closely with the Adviser and tasked with being an integral part of the client experience, duties and responsibilities will include:

  • To provide detailed analysis and research for Client reports
  • To act as an integral Paraplanner to a team of Advisers
  • To carry out portfolio reviews and rebalancing requests
  • Attending and contributing to client meetings alongside the Adviser (when required)
  • Maintain a high level of industry knowledge which is up to date and relevant, including legislative to regulatory developments

The person:

  • Strong working knowledge of the key Financial Services products including Pensions and Investments
  • Studying towards Diploma (essential)
  • Diploma qualified (desirable)
  • Chartered status (desirable)
  • Knowledge of more complex investments and HNW wealth levels (desirable)
  • Strong suitability report writing skills

In return this opportunity offers a very competitive basic salary of between £28,000 & £35,000 (depending on qualifications and level of experience) plus a fantastic benefits package.

Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity.

Required skills

  • Financial Services
  • HNW
  • Pensions
  • DipPFS
  • DipFA

Reference: 33934738

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