They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planners and assisting them with a range of cases including complex technical cases.
Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.
Role responsibilities
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
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.
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 is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business.
Based in their Newcastle offices, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities.
Nigel Wright Recruitment is excited to support a dynamic business in their search for an Executive Assistant/Business Administrator.
The team provides vital support to various departments, including scheduling meetings, booking travel, managing accounts, and handling ad hoc projects.
As an integral part of the Business Administration team, you will be essential in ensuring service excellence across multiple streams.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
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.
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.