This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.
Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
You'll have the opportunity to deliver high-quality, tailored wealth management services.
Enjoy a supportive work environment that values your hard work and offers opportunities for personal growth, career development, and recognition.
Benefits include 26 days of annual leave, flexible working, a contributory pension scheme, private healthcare, extensive learning and development opportunities, career coaching, and a comprehensive employee assistance program.
This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.
Specialist provider of financial education in the workplace supported by regulated advice for individuals, it helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.
The Role
They seek a presenter to deliver financial education programmes to employees of corporate clients.