Job Title: Paraplanner Industry: Financial Services Location: Newcastle-Upon-Tyne (Hybrid) Salary: £40,000 Job Reference: 9108
Job Description
Recruit UK is partnering with a global accounting and wealth management firm, to hire a Paraplanner for their Newcastle office. This position offers a fantastic opportunity to support high-net-worth clients and corporate accounts, working alongside a team of Financial Advisers to deliver high-quality financial planning.
Key Responsibilities
- Provide technical and research support to Financial Advisers
- Prepare suitability reports and summaries
- Ensure recommendations meet company standards
- Maintain accurate client records and documentation
Benefits & Perks
- Work-Life Balance: Hybrid/flexible working and 25 days holiday + bank holidays
- Financial Security: 4x life assurance, enhanced sick leave, and pension scheme
- Personal Development: Support for professional qualifications and lead generation scheme
- Health & Wellbeing: Birthday off, free eye tests, wellbeing app, cycle-to-work scheme
- Great Culture: Social events, collaborative work environment, and scope to specialise
Required Skills & Experience:
- Paraplanning experience
- Level 4 Diploma in Financial Planning
- Strong attention to detail and compliance understanding
Ready to join a supportive and dynamic team? Apply today!