North East: Tyne and Wear.
A new vacancy has arisen for a Paraplanner to join an well-established and progressive financial planning and investment company based in Newcastle upon Tyne. You will be responsible for preparing written advice and providing technical research services to a team of Financial Planners. You will prepare suitability reports and carry out technical research as part of the existing arrangement review process. You will develop and maintain effective relationships with clients and colleagues. You will deal with client and insurer queries to completion as appropriate.
Applicants applying for this vacancy must have present report writing and paraplanning skills and evidence a sound educational background. It will be an advantage if you have achieved the Diploma in Financial Planning or are close to doing so. You will have excellent attention to detail and accuracy. The basic salary budget is negotiable and dependent upon experience and qualifications.
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