Paraplanner

Recruiter
Robinson Financial Careers
Location
Newcastle Upon Tyne, UK
Salary
Competitive
Posted
14 Sep 2019
Closes
22 Sep 2019
Ref
1231080158
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A rare opportunity exists for an experienced paraplanner to join one of the most exciting and ambitious national financial advisory firms.

Due to continued organic and acquisition growth, an additional paraplanner is required to join the established support team in Newcastle.

Applications are welcomed from paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career.

The successful applicant will have experience of:
  • Carrying out appropriate and comprehensive financial planning on investments, pensions and protection products.
  • Interpreting gathered information and requesting additional required information.
  • Undertaking research and assisting with identifying suitable solutions for client requirements.
  • Compiling bespoke and complex suitability reports based on your recommendations.
  • Establishing and building long term beneficial relationships with clients, professional introducers and working collaboratively with advisers and support colleagues alike.

...and will need:
  • A minimum of 1 year of paraplanning experience.
  • Level 4 Diploma or working towards.
  • Ability to write suitability reports.
  • Excellent organisational skills.

Due to the anticipated high level of interest in this opportunity, if you have not heard back from your application within 7 days, please assume that you have been unsuccessful on this occasion.

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