Overview
Paraplanner Jobs in Workington, UK at Reward Recruitment
Paraplanner Uckfield c.£45,000plusbenefits Areyouopentodevelopingyourcareerasa Paraplanner,withanestablishedandsuccessfulmarketleading national IFA firm?
Ifso,Ihaveafantasticopportunity Iamcurrentlyrecruitingfortojoinanationalclient with offices in Uckfield. Therolecomeswithacompetitivesalary(circa £45,000perannum) dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice) plus
Bank Holidays,Birthday Leave,Holiday Purchase Scheme ,Life Assurance,Pension,Corporate Eyecareand Extras Discountshoppingdiscounts . Thekeydutiesoftherolewillinclude:
Writing Financial Planning Reportsthatour Plannerspresenttoclients . Supporting the Plannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients. Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-day queries. Arrangingforplanstobesubmittedtoprovidercompanies. Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm’sfilesarewellpresented,accurateandcompliant. Preparationofclientreviewpacks. Illustration requests. Keepuptodatewithfinancialproductsandlegislation. Complywithallcompanyandindustryguidelines,rulesandregulations. Forfurtherinformationpleasesendyour
CV toStuartat Reward Recruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
Title: Paraplanner
Company: Reward Recruitment
Location: Workington, UK
Category:
