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Job Location | Newcastle Upon Tyne |
Education | Not Mentioned |
Salary | £30,000 - £42,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well-established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the areaand are expanding their IFA services through growth across the North East.They are actively seeking a Paraplanner to join their paraplanning team supporting their Financial Advisers. Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financialplanning.The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.The Role:You would be expected to support advisers servicing existing clients by maintaining high standards in the delivery and implementation of financial planning advice.Key Accountabilities:• To provide technical and research support to the planners• To assist the support team and compliance department when required• Prepare suitability reports and summary of recommendations for processing team• Question the planner’s recommendations if applicable• Learn and maintain an understanding of firms centralised investment proposition• Ensure client records are maintained correctly on IOWhat’s in it for you: Paraplanner• Paraplanner - Newcastle-Upon-Tyne• Flexible working• Excellent benefits (life assurance/wellbeing focused perks)• 33 days annual leave (inc. BH)• Working with Independent Financial Advisers & HNW clients• Progression into AdviceSkills and experience required: Paraplanner• Paraplanning experience• Level 4 Diploma (or close to)Job Title: ParaplannerIndustry: Financial ServicesLocation: Newcastle-Upon-TyneSalary: £30000 - £42000Job Ref: 9108 ParaplannerRequired skills