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Paraplanner

Reward RecruitmentNewcastle upon Tyne, England, United Kingdom

21 days ago

Job type

Full-time

Job description

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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 :

You 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.

To Apply :

Please send your CV to sj@rewardrecruitment.co.uk or call Stuart on 07747 782934

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Research

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Paraplanner • Newcastle upon Tyne, England, United Kingdom