Paraplanner; Newcastle; £35000 - £40000
Paraplanner job; £35000 - £40000 + benefits; Newcastle
Your new company:
Award winning UK wide Wealth Management Company is recruiting for an ambitious Paraplanner on a permanent basis. You will be client focussed and support the Financial Planning team who are liaising with a range of clients. You will work closely with the administration team providing guidance to ensure successful implementation of all recommendations and will provide ongoing support to senior management.
Your new Paraplanner role:
You will actively contributing to process improvement both in terms of idea generation and execution. Meeting / exceeding turnaround times and maintaining productivity levels. You will also take ownership of various MI reporting and relevant projects ensuring these are seen through to their completion. Accurately consolidate a client's needs and objectives into comprehensive and well written suitability reports.Undertake product and investment research as required.
What you'll need to succeed in the job:
A strong track record of being successful in the Paraplanning discipline with experience gained in a similar Wealth or Private banking environment, Technically strong particularly report writing skills and enjoys financial planning, Excellent customer relations skills, Strong attention to detail with a proactive approach, ability to work independently or as part of a team and a good knowledge of IT systems.
What's in it for you?
The company offers a competitive basic salary of £35k - £40k and extensive benefits package combined with the chance of developing your career particularly those who are career driven and keen to immerse themselves in the Company by contributing to the success of the brand. The Company is keen to continue attracting those who want to genuinely build a long term career.
What you need to do now?
If you're interested in this Paraplanner job, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.