One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
This role provides excellent long term career opportunities with a firm who invest heavily in employee development and have some very exciting growth plans over the coming years.
The role will be a mix of office / home based working.
The successful candidate will be an experienced paraplanner who is at least level 4 diploma qualified (CII or equivalent) and keen to take further qualifications.
Competitive basic salary to £45,000 bonus, excellent benefits package including 10% pension contributions and excellent development and longer term career opportunities.