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Offices close to Wallsend (Newcastle)
Salary: Up to £50,000K (DOE) Excellent Bonus & Benefits
In the wealth management sector, my client is a well-regarded and accomplished Wealth Management firm. They are looking for an experienced Paraplanner with a Diploma to join their dynamic team as they strive to grow and develop their current Paraplanning team. For a Paraplanner with a Diploma looking to step into a new role, this is an incredibly exciting job where you will collaborate with a team. This totally hybrid role offers two days of office work and three days of working from home.
Additional duties for this Paraplanner role include creating customising suitability reports, cash flow modelling, researching the market for financial products and investment opportunities that fit the client's risk tolerance. As well as rebalancing client investment portfolios, gathering soft facts, and preparing annual client reviews. Technical proficiency is a requirement for this position.
If you would like to be considered for this amazing Paraplanner opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Sam Negbenebor at FD.
