Paraplanner
other jobs Reward Recruitment
Added before 7 Days
- England,Yorkshire and The Humber,South Yorkshire,Rotherham
- Full Time, Permanent
- £35,000 - £42,000 per annum
Job Description:
Paraplanner
Rotherham, South Yorkshire
c. £35,000 to £42,500 plus benefits
Are you wanting to continue to develop your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.
The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment.
The key duties of the role will include:
*Writing Financial Planning Reports that our Planners present to clients.
*Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
*Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
*Arranging for plans to be submitted to provider companies.
*Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
*Preparation of client review packs.
*Illustration requests.
*Keep up to date with financial products and legislation.
*Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly to discuss the opportunity on .
Rotherham, South Yorkshire
c. £35,000 to £42,500 plus benefits
Are you wanting to continue to develop your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.
The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment.
The key duties of the role will include:
*Writing Financial Planning Reports that our Planners present to clients.
*Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
*Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
*Arranging for plans to be submitted to provider companies.
*Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
*Preparation of client review packs.
*Illustration requests.
*Keep up to date with financial products and legislation.
*Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly to discuss the opportunity on .
Job number 3351648
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Company Details:
Reward Recruitment
Founded in 1995, Reed.co.uk was the first recruitment website offered by a recruitment agency in the UK.
Since then, Reed.co.uk has grown to become o...