Nova Payroll Management Service T/A Pin Point Recruitment
Newcastle Upon Tyne
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Role: Paraplanner

Type: Full-time/Permanent

Hours: Monday-Friday: Business Hours

Salary: £25,000-£30,000

Location: Central Newcastle

Pin 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 planning

Roles & 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 meetings

Personal 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

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