Paraplanner

Paraplanner

EGR/10718

Financial Services

£26,121 - £35,340

  • 35 hours (9-5 with some flexibility)
  • 25 (increases to 30) days holiday plus stats
  • Corporate bonus scheme
  • Generous pension scheme
  • Performance-related pay
  • DIS X4
  • Flexible working hours
  • Working from home supplement upon joining
  • Volunteering days
  • Additional benefits include gym, travel loans, staff discounts, subsidised event tickets

31/05/2022

Due to ongoing growth, our Client, an Employer of Choice, is looking to appoint an experienced Paraplanner, to join their existing team. Accessible location in North Tyneside and offering a highly desirable working culture, in a supportive team environment. This is a company which is both client and employee centric and provides superb, sought-after benefits.

Responsibilities:-
·        Working within a team environment supporting advisers working remotely
·        Providing paraplanning support across pension, investment and protection products
·        Managing the platform-based transaction process
·        Ensuring accuracy of data gathering and input
·        Liaising with advisers
·        Supporting with seminars
·        Contribution to internal projects

Advantageous however, not required

·        Must have previously worked in Financial Services
·        Solid understanding of investment and pension sales processes
·        Knowledge of investment platforms
·        Knowledge of on-going service propositions
·        Occasionally willing to travel and work unsocial hours (driving licence desirable)
·        Support others as part of a strong team culture
·        Confident in own abilities and able to challenge
·        Able to deliver to the highest standard in both quality of work and customer service

Are you interested?


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