Posted by Meraki Talent Limited • £30K/yr to £55K/yr
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
You'll be office based near Gateshead and flexibility can be offered around working hours, with later start times and early finishes, alternative weeks.
Due to continued growth, our client, a highly regarded and successful Financial Services business, requires 2 additional career Paraplanners, to work on a full-time basis.
Whilst individuals must have some previous experience, Trainee Paraplanners with limited experience, are invited to apply.
Posted by Financial Divisions • £40K/yr to £45K/yr
(Hybrid working - 2 days in the Office)
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.
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.
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.
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
General
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Produce and amend complex legal documents and correspondence following fee earners' instructions.
General
A leading firm is seeking a highly skilled and motivated Document Production Assistant to work collaboratively across multiple departments, producing and amending complex legal documents and correspondence.
The role demands the ability to handle a variety of work types, adhere to the firm's house style, and deliver documents accurately and efficiently, meeting high-quality standards.
Working within a busy office for our client based in South Shields, the successful candidate will be responsible for handling client's documentation, coordinating with internal and external stakeholders, providing status updates, and assisting with various administrative tasks.
Office Angels are currently recruiting for an organised and proactive Office Administrator to join our client's friendly team on an on-going temporary contract basis.
Due to continued growth and as part of their strategic plans, our client has an immediate requirement for an experienced Paraplanner, to work out of their Newcastle office.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.