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.
- 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.