Paraplanner

Benefits:

· 25 days holiday plus Bank Holidays, plus Birthday and buy/sell options

· Hybrid and flexible working

· Company Pension

· DIS x4

· Additionally, Flexibens, with extensive benefit options

· Sports and Social Club access to discounted events/tickets

Role:

Due to continued growth, our client has an immediate requirement for an experienced Paraplanner, to work out of their Newcastle (North Tyneside) office. Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.

Working alongside talented individuals, you’ll have the opportunity to learn and develop your technical knowledge further.

Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:

· Pension switches

· Fund switches

· Top-ups

· New investments

· Some EIS/VCT (experience advantageous)

· Corporate investments (experience advantageous)

Your responsibilities will include:

· Prepare suitability reports and review reports

· Prepare summary of recommendations

· Understand the firm’s CIP and procedures

· Ensure accurate client records are held on the back-office system, Intelliflo

Qualifications:

CII Level 4 Diploma (essential)

Candidate Requirements:

• Must have supported an IFA previously in a paraplanning capacity


• Excellent analytical and numerical skills


• Team player


• Sound IT skills

This listing is from reed. View original listing ↗