Paraplanner

Recruiter
EGRecruiting Ltd
Location
Newcastle Upon Tyne
Salary
£20,000 - £24,999
Posted
10 Nov 2019
Closes
14 Nov 2019
Ref
1300996854
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Role

Due to on-going growth, our Client, an Employer of Choice , is looking to appoint additional experienced Paraplanners, to join their existing team. Accessible locationin North Tyneside and offering a highly desirable working culture, in a supportive team environment. This is a company which is both client and employee centric and provides sought-after benefits.

Responsibilities:-

· Working within a team environment supporting advisers working remotely
· Providing paraplanning support across pension, investment and protection products
· Managing the platform-based transaction process
· Ensuring accuracy of data gathering and input
· Liaising with advisers
· Supporting with seminars
· Contribution to internal projects

Qualifications

Level 4 Diploma in Regulated Financial Advice (or equivalent)

Candidate Requirements

· Must have previously worked in Financial Services
· Solid understanding of investment and pension sales processes
· Knowledge of investment platforms
· Knowledge of on-going service propositions
· Occasionally willing to travel and work unsocial hours
· Support others as part of a strong team culture
· Confident in own abilities and able to challenge
· Able to deliver to the highest standard in both quality of work and customer service

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