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Paraplanner

Posted 8 March by Pin Point Recruitment Easy Apply Ended

Role: Paraplanner

Type: Full-time/Permanent

Hours: Monday-Friday: Business Hours

Salary: £25,000-£30,000

Location: Central Newcastle

Pin Point recruitment are currently looking for a Paraplanner to work on behalf of a wealth management company based in Newcastle City Centre. Due to the growing success of the organisation, the partner is looking to bring on board a Paraplanner to support with the increased volume of work.

Key Skills: Paraplanning support: Investment strategies: Financial solutions: Financial planning

Roles & Responsibilities:

  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Develop knowledge in all areas of financial planning
  • Advising financial services
  • Following the compliance functions
  • Administration & maintaining client files
  • Working in a growing organisation
  • Completing & issuing client application documentation
  • Client contact & client meetings

Personal Skills:

Any of the below qualifications are a definite requirement:

  • CISI Level 4 Qualified
  • Level 4 Diploma in Financial services
  • Level 4 Diploma in Financial Planning
  • IT skills excel & skills

This is a fantastic opportunity to join a corporate & professional organisation on a permanent basis.

For further details, please apply with an up to date CV.

Required skills

  • Advisor
  • Finance
  • Paraplanning

Reference: 34637807

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