Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.
This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.
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.
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.
Enjoy a supportive work environment that values your hard work and offers opportunities for personal growth, career development, and recognition.
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing client based near Cramlington.
Plus (Hybrid working - 2 days in the Office)
They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
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.
Are you an existing Paraplanner looking for flexibility, 100% remote working and perhaps better rewards and progression?
BWD are supporting a national advisory business sin their search for driven paraplanner to join their existing remote based team.
Working 100% remotely (with the exception of some training requirements) you will support the companies financial advisers in providing a first class paraplanning service to a broad range of their clients.
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Tyne and Wear based client.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.