Paraplanner

Job description

  Location
Gateshead, Tyne And Wear
·  Salary
£ 25000 - £ 30000 / Year
·  Category
Accountancy & Finance - Finance Assistant
·  Job type
Permanent
·  Industry
Banking and Financial Services
·  External Reference
JN-072019-82613

Paraplanner

My client is a small, established asset management firm based in Gateshead who due to continued growth are looking for an experienced Paraplanner to join the small team. The ideal candidate for this role will be a well-rounded, self-motivated and enthusiastic individual with demonstrated experience within a Paraplanner role essential. This role will include preparing and maintaining compliant client files, preparing technical reports and recommendations.

Having placed multiple candidates with this company this year, this client offers a great working environment for the right candidate with scope to progress through professional examinations and training courses. A friendly, confident and outgoing personality is crucial with a keen eye for detail.

Duties and responsibilities include:

·  Ability to carry out research for both existing products and new products

·  Completion of Suitability Reports for advice given

·  Knowledge of current legislation and a willingness to learn and keep up to date

·  Due-Diligence carried out on existing and new products

·  Attendance to seminar for ongoing development

·  Proactive approach to research and reporting and the ability to question the adviser on their recommendation with the potential for advice that the adviser may have missed

·  Submission of new business

·  Completion of review reports

·  File Management (relevant to their job role)

Benefits include;

·  Salary up to £30k p/a

·  Working hours Monday to Friday 9am-5pm, with one hour for lunch

·  23 holidays, with one additional each year to a maximum of 25 days

·  Enrolment into the Group Pension scheme following probation period and access to a Private Medical Scheme

·  Bank Holidays and Christmas off, and not taken from holidays

·  The potential for the right candidate to progress through professional examinations and training courses

·  Free parking

·  3 month probation period applies

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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