Client Facing Paraplanner

Location NEWCASTLE UPON TYNE
Salary £38,000 - £42,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 38571
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The Client

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service in a Client Facing role.

The Opportunity

During a period of key expansion, our client is looking for an experienced Paraplanner to support the Managing Director in a very technical role, required to look after the MD's most important clients and provide everything up to the advice. The firm has the flexibility to mould the opportunity around your specific skill set, so there is scope for the role can be tailored to your requirements. There will be opportunities to progress into management if desired and you will be working in a strong team-focused environment. You will also recieve a performance related bonus on top of your salary.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, Senior Paraplanner, Client Facing, Portfolio Manager

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