Trainee Paraplanner

Recruiter
EGRecruiting Ltd
Location
Newcastle Upon Tyne
Salary
£20,000 - £24,999
Posted
31 Oct 2019
Closes
02 Nov 2019
Ref
1300979789
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 Trainee Paraplanners, to join their existing team. This position would be suitable to individuals who have worked in Financial Services as an IFA Administrator. Full training will be provided.

Accessible location in 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 working in Financial Services
· 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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