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Paraplanner
Reward RecruitmentNewcastle upon Tyne, ENG, UK23 days ago
Job type
- Full-time
Job descriptionYou will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back-office software.
Job Description
Paraplanner
Newcastle Upon Tyne
to £38,000 plus benefits and bonus
A national Wealth Management firm have an immediate requirement for an experienced Paraplanner, to work from their Newcastle office.
Main duties and responsibilities include :
- Prepare Financial Plans, Suitability Reports and Letters.
- Cash flow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a good understanding of FCA regulations and FCA products.
Requirements :
To Ap...
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Paraplanner • Newcastle upon Tyne, ENG, UK