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Job Location | Newcastle Upon Tyne |
Education | Not Mentioned |
Salary | 40,000 - 50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
This is a highly exciting opportunity to join an industry leading Financial Planners in their wonderful Newcastle office set up. A north east based firm with string links in to the accountancy market our client pride themselves on providing an excellentservice to their clients whilst continually looking to grow and expand their highly reputable team, maintaining one of the best names within the industry. Our client also places a large focus on promoting from within, so there is a clear structure towardsManagement or Advisory roles from this position.The OpportunityDuring a period of key expansion, our client is looking for an experienced Senior Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each persons specific skillset,so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environmentwhere you can develop your career within a prestigious firm, and help the Junior members of the team by passing on your existing knowledge accordingly. You will also have the opportunity spend a big proportion of time with the Clients of the business shouldyou wish to do so, improving on your Client facing skill set!Skills
Keyskills :
Financial PlanningParaplanningReport WritingTechnical SupportWealth Management