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Job Description
Onboarding Paraplanner Supervisor
Hybrid
Newcastle
Salary - £35,000 + Monthly Bonus
Have you got what it takes to succeed The following information should be read carefully by all candidates.
Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an Onboarding Supervisor.
- Responsibilities:Training and onboarding of new advisers
- Providing insight and support on the regulated advice process
- Assist in formal adviser introduction course
- Assessing and reporting on adviser competency
Requirements:
- Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma
- Have a robust understanding and knowledge of investment products and taxation
- Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background
- Have excellent communication skills with the ability to deliver clear technical support to advisers