Technician (Paraplanner)

Technician (Paraplanner)

EGR/10689

Financial Services

23 days holiday, pension, bonus, 4x DIS, study support, free parking.

Salary – Negotiable

31/01/2022

Our Client is seeking to appoint an additional, experienced Technician (Paraplanner) to join the team in Newcastle. This is a great opportunity for an individual with some paraplanning experience who is looking to develop further within a highly regarded and established business. The role is full-time and will be office based.

Responsibilities will include:-
·        Review Fact Finds to ensure all information to provide the basis of advice is available, in a clear format and correct
·        Review accompanying recommendations, ensuring their suitability to meet risk, needs and objectives, affordability and taxation is clear.
·        Ensure investment instruction is completed in full and correct
·        Assign cases to other Technicians depending on their capabilities
·        Complete the Suitability Letter/Report in the appropriate time frame
·        Ensure all accompanying documents are provided to support recommendation
·        Carry out all tasks in a compliant manner, adhering to procedures
·        Comply with FCA, Compliance Department, TCF and AML regulations

Diploma qualified preferred however, part-qualified will be considered

·        Experience of Paraplanning / report writing
·        Excellent attention to detail
·        Sound IT skills with experience of Intelligent Office desirable

Are you interested?


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