Posted by Meraki Talent Limited • £30K/yr to £55K/yr
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.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
Our client, a national wealth management firm, are looking for a Paraplanner to work closely with the Paraplanning Manager and established team of Paraplanners to provide an integral function to the wider team.
Key Responsibilities
Providing accurate, timely and compliant suitability reports from template format.
Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
Posted by IBP Recruitment LTD • £23K/yr to £24K/yr
Reporting to the Senior Administrator, the ideal candidate will be responsible for collating documentation (photographic evidence), produce job packs, generate safe digs & assist the administration team in general duties.
We are looking for an individual who has a good administration background who can manage & own this work stream.
IBP are currently recruiting an Administrative Assistant to cover 10 months Maternity leave in Cramlington.
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.
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.
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with: