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Paraplanner

Paraplanner

Reward RecruitmentNewcastle upon Tyne, England, United Kingdom
17 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

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    Paraplanner • Newcastle upon Tyne, England, United Kingdom