Technician (Paraplanner)

Role Our Client is seeking to appoint an additional, experienced Technician (Paraplanner) to join the team in Newcastle. This is a great opportunity for an individual with some paraplanning experience who is looking to develop further within a highly regarded and established business. The role is full-time and will be office based. Responsibilities will include:- Review Fact Finds to ensure all information to provide the basis of advice is available, in a clear format and correct Review accompanying recommendations, ensuring their suitability to meet risk, needs and objectives, affordability and taxation is clear. Ensure investment instruction is completed in full and correct Assign cases to other Technicians depending on their capabilities Complete the Suitability Letter/Report in the appropriate time frame Ensure all accompanying documents are provided to support recommendation Carry out all tasks in a compliant manner, adhering to procedures Comply with FCA, Compliance Department, TCF and AML regulations Qualifications Diploma qualified preferred however, part-qualified will be considered Candidate Requirements Experience of Paraplanning / report writing Excellent attention to detail Sound IT skills with experience of Intelligent Office desirable
Company
EG Recruiting
Posted
01/07/2022
Location
Tyne & Wear, England, UK
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