Job Details

Paraplanner

Sector:Financial Services

Region : North East England

Location: Newcastle

Salary: Salary c. 30K, plus bonus and benefits

Job Ref.: 223699

Job Information

My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Para planner. The successful candidate must of course have previous IFA practice experience and be keen to progress with industry qualifications.

Working for a small/medium sized IFA.

Qualifications

Must be Diploma qualified or well on the way.

Experience

Must have experience in researching and writing suitability reports for clients.
Minimum 3 years’ experience working within an IFA practice.
Good knowledge of pensions/investments and protection.

Personal Attributes

Hard working
Ability to work under pressure
Motivated
Conscientious
Personable

In return the client is offering a salary to £30K, plus bonus and benefits.