Paraplanner

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 area and 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 financial planning.

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 IO

What’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 Advice

Skills and experience required: Paraplanner

• Paraplanning experience

• Level 4 Diploma (or close to)

Job Title: Paraplanner

Industry: Financial Services

Location: Newcastle-Upon-Tyne

Salary: £30000 - £42000

Job Ref: 9108

Job Description: Paraplanner