This job has ended. Find similar jobs.

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

Posted 10 October by Taylor James Professional Recruitment LTD 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: 33514921

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job

Email me jobs like this

By clicking Submit, you accept our Terms & Conditions.