Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
Join our dynamic team as a Finance Analyst within the Treasury division of our Shared Services Department.
We're seeking an experienced Analyst to contribute analytical expertise and meticulous attention to detail to streamline processes and provide valuable insights for optimising workflows.
So, why Parkdean Resorts
Well, besides the one-of-a-kind team culture, stunning locations across the UK, and the security that comes with being a part of the UK's largest holiday park organisation, we can offer:.
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.