Paraplanner Required - NEWCASTLE - Employer of Choice - Fantastic Benefits
Alex_Punshon
Member
Job Title: Paraplanner
Job Reference: 10529
Location: Newcastle
Sector: Financial Services
Salary: £24,000 to £32,500
Benefits: 35 hours 9-5 (some flexibility), 25 days’ holiday (increasing to 30), DIS X4, Pension, Additional benefits include gym, travel loans, staff discounts
Closing Date: 31/10/2019
Role
Due to on-going growth, our Client, an Employer of Choice, is looking to appoint additional experienced Paraplanners and Trainees, to join their existing team. 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 worked in Financial Services
· Solid 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
Call us on 0191 917 2371 to discuss or email alex@egrecruiting.co.uk