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.