Paraplanner
other jobs Reward Recruitment
Added before 5 Days
- England,Yorkshire and The Humber,West Yorkshire,Wakefield
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Paraplanner
Wakefield
c. £35,000 to £42,000 plus benefits
Are you open to developing your career as a Paraplanner, with the potential to progress to Trainee IFA in 12 - 18 months? If so, I have a fantastic opportunity I am currently recruiting for with a regional IFA practice, going through rapid growth.
The role comes with a competitive salary (£35,000 to £45,000 per annum dependent upon experience and qualifications), benefits and a great team environment.
The key duties of the role will include:
*Writing Financial Planning Reports on behalf of the Managing Director.
*Supporting the Managing Director by conducting research on products and helping find the right solutions for our clients.
*Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
*Arranging for plans to be submitted to provider companies.
*Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
*Preparation of client review packs.
*Illustration requests.
*Keep up to date with financial products and legislation.
*Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly.
Wakefield
c. £35,000 to £42,000 plus benefits
Are you open to developing your career as a Paraplanner, with the potential to progress to Trainee IFA in 12 - 18 months? If so, I have a fantastic opportunity I am currently recruiting for with a regional IFA practice, going through rapid growth.
The role comes with a competitive salary (£35,000 to £45,000 per annum dependent upon experience and qualifications), benefits and a great team environment.
The key duties of the role will include:
*Writing Financial Planning Reports on behalf of the Managing Director.
*Supporting the Managing Director by conducting research on products and helping find the right solutions for our clients.
*Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
*Arranging for plans to be submitted to provider companies.
*Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
*Preparation of client review packs.
*Illustration requests.
*Keep up to date with financial products and legislation.
*Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly.
Job number 3716531
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Company Details:
Reward Recruitment
Founded in 1995, Reed.co.uk was the first recruitment website offered by a recruitment agency in the UK.
Since then, Reed.co.uk has grown to become o...