Paraplanner

Job Title: Paraplanner

Industry: Financial Planner

Location: Newcastle

Salary: £32,000 - £45,000

Job Reference: 10417

Job Description:

Recruit UK are working with a fantastic, friendly fun Financial Planning company in Newcastle, who are looking for a Paraplanner to join their team.

This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.

Duties will include but not limited to:

• Create suitability reports following annual reviews and new business client meetings


• Research products and preparing recommendations


• Responsible for technical research, cash flow modelling, producing recommendations


• Attending client meetings where appropriate


• Client focus ensuring clients receive the best possible service every single time


• Adhere to FCA regulations and ensure compliance

• Competitive salary of £32,000 - £45,000


• Hybrid working


• 5% Pension contribution


• Team lunches & Dinners


• Giving back to the community


• Well being days for everyone to enjoy and pamper


• 26 days holiday + Bank holidays


• On site parking

• Experience working in a Paraplanning position


• Level 4 Diploma in Financial Planning, or equivalent (or working towards)


• Strong analytical and report writing skills


• Knowledge and experience of all areas of financial planning – investment portfolio management, pensions, taxation, protection, estate planning etc


• A strong relationship builder and collaborative team player with a caring and quality


• focused, customer centric approach


• Intelligent with a strong technology and mathematical aptitude and excellent attention to


• detail.


• The ability to manage workflow effectively.


• Preferably experience of, or keen to learn, cash flow modelling (Voyant)


• Preferably experience of dealing with complex financial planning or high net worth clients

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