Paraplanner

Recruiter
Reward Recruitment
Location
Newcastle upon Tyne
Salary
28000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Reward Recruitment are currently recruiting for a Highly reputable Wealth management firm, who are looking for a Paraplanner to join their vastly expanding team. This firm is one of Newcastle leading wealth management firms.

Roles and Responsibilities:

  • TVAS reports.
  • Reviews and approves fact finds.
  • Advice rationale and full submissions for qualified advisers and also provides training and sign off for non-qualified advisers.
  • Advise on occupational transfers subject to being approved by a qualified adviser in head office.
  • Prepare suitability letters in accordance with the agreed recommendations.
  • Review investment portfolio, asset allocation, risk profile etc.

Qualifications needed:

  • Level 4 Diploma or working towards Diploma status.
  • Sponsorship provided for exams.

Please contact SAMUEL GROOM at Reward Recruitment, for more details on this role.