Paraplanner

Paraplanner, Newcastle-upon-Tyne, £41,000 - Progression to Adviser available 

An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers. It's a full time position based in their Newcastle office..

Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries. 

The role:
Working closely with advisers to deliver compliant, high-quality advice, including:

• Writing financial planning and suitability reports
• Researching products and preparing illustrations/recommendations
• Preparing review packs and maintaining accurate client records
• Assisting with client queries and plan submissions
• Staying up to date with products, legislation, and compliance requirements
• Ensuring files and documentation are accurate, well-presented, and compliant

The person:

• Experienced in paraplanning with strong technical and report-writing skills.
• Diploma qualified (or working towards) is desirable.
• Highly organised, reliable, and client-focused with excellent written and verbal communication.
• A proactive team player with strong problem-solving and analytical skills.

Salary:

• £30,000 per annum

Benefits:

• Hybrid working considered
• 25 days holiday, plus Bank Holidays & your birthday off!
• Professional industry exams paid for, along with study supported
• In-House Training Academy
• Annual Salary Review
• Life Assurance & Pension
• Progression through to Paraplanner & Adviser if desired

Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.

Everyone will receive a reply.

richard@recruitment22.co.uk