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.
General
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.
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.
Washington, Newcastle, or Leeds, West Yorkshire (with hybrid working)
At Cenergist, we provide energy and water efficiency solutions; our turnkey delivery process takes clients from concept stage to measured results so they can meet their Net Zero and sustainability goals.
Cenergist has established a reputation in the UK as a provider of choice for the public sector, utilities, and commercial clients based on quality and performance.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification.
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
You will be responsible for overseeing all aspects of IT operations, including business applications, infrastructure, and security.
Nigel Wright is delighted to be supporting Birtley Group in recruiting a dynamic and experienced IT Manager who will take strategic and operational responsibility for this multi-site business.
This role requires a hands-on leader who can manage a small team, ensure the stability and security of the IT environment, and drive technological advancements to support the business objectives.