Onboarding Paraplanner Supervisor
3 weeks ago
Onboarding Paraplanner Supervisor
Hybrid
Newcastle
Salary - £35,000 + Monthly Bonus
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
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