Paraplanner / Report Writer
GBP30,000 - GBP40,000 basic salary plus bonus package, flexi-benefits, free parking, exam support
An award winning IFA based on the outskirts of Newcastle are looking for a Paraplanner to join their organisation.
Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's within the business.
The successful applicant will ideally be Diploma level 4 qualified (or working towards) and you will be given full support to obtain your qualifications up to Chartered by the firm if you so wish
The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers, working closely with the Investment Director and the Investment Committee in relation to investment funds and developing the technical knowledge of the other support staff.
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in an exciting and fast paced environment and receive a competitive salary package. You will get exposure to investments that run into GBPmillions and work with varied and challenging clients and cases.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds , or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.