Are you a Paraplanner in Newcastle looking to join one of the leading firms in the UK?
We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK.
If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!
What you'll be doing:
- Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
- Produce technical documents for the advisers based on the research and requirements of the client
- Managing workflow and organisation of ongoing workload
- Adhering to FCA requirements and Compliance Policies
What you need to apply:
- Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
- 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
- CII Level 4 - Diploma in Regulated Financial Planning
What's in it for you?
- A basic salary of up to £42,000 dependent on experience and qualifications
- Excellent benefits package with generous pension contribution, flexible working & more
- Social opportunities throughout the year
- Comprehensive training structure with planned progression opportunities
What next?
Hit apply or contact Dan directly!
[email protected] (Just .co!)