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

Benefits:

• 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

Skills and experience required:

• 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