Hours: Monday-Friday: Business Hours
Location: Central NewcastlePin Point recruitment are currently looking for a Paraplanner to work on behalf of a wealth management company based in Newcastle City Centre. Due to the growing success of the organisation, the partner is looking to bring on board a Paraplanner to support with the increased volume of work.Key Skills: Paraplanning support: Investment strategies: Financial solutions: Financial planningRoles & Responsibilities:·Understanding of the Financial Planning process ·Able to work within defined business processes·Develop knowledge in all areas of financial planning·Advising financial services·Following the compliance functions ·Administration & maintaining client files·Working in a growing organisation·Completing & issuing client application documentation·Client contact & client meetingsPersonal Skills: Any of the below qualifications are a definite requirement:·CISI Level 4 Qualified·Level 4 Diploma in Financial services ·Level 4 Diploma in Financial Planning ·IT skills excel & skills This is a fantastic opportunity to join a corporate & professional organisation on a permanent basis.
For further details, please apply with an up to date CV.
This job was originally posted as www.totaljobs.com/job/80389801