Junior Paraplanner

Recruiter
JohnstonGreer
Location
Newcastle Upon Tyne, UK
Salary
Competitive
Posted
16 Sep 2019
Closes
28 Sep 2019
Ref
1236867967
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Junior Paraplanner

£20,000 to £23,000 plus benefits and bonus

Junior Paraplanner required by this established Financial Advice firm to work with Private Clients across the full range of advice including Investments, Protection and Retirement Planning. Due to continued growth, they now require a Junior Paraplanner to join the existing support team.

As the Junior Paraplanner, your duties will include new business processing, provider liaison, client communications, valuations, and database management. You will also be responsible for technical support including report writing and the preparation for and attendance at client meetings.

Successful candidates will be experienced in providing support to Financial Advisors, ideally, within an IFA environment, be able to demonstrate excellent technical knowledge and must have experience in report writing including suitability reports. Any current progression towards industry Level 4 exams would be advantageous.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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