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Paraplanner

3 months ago

Newcastle upon Tyne, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well-established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the area and are expanding their IFA services through growth across the North East.

They are actively seeking a Paraplanner to join their paraplanning team supporting their Financial Advisers. Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.

The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.

The Role:

You would be expected to support advisers servicing existing clients by maintaining high standards in the delivery and implementation of financial planning advice.

Key Accountabilities:

• To provide technical and research support to the planners

• To assist the support team and compliance department when required

• Prepare suitability reports and summary of recommendations for processing team

• Ensure all recommendations meet with company standards

• Question the planner’s recommendations if applicable

• Discuss any cases that are not clear with your line manager or compliance manager.

• Collate (or complete) application forms

• Learn and maintain an understanding of firms centralised investment proposition

• Ensure client records are maintained correctly on IO

What’s in it for you: Paraplanner

• Paraplanner – Newcastle-Upon-Tyne

• Flexible working

• Excellent benefits

• Nice offices

• Working with Independent Financial Advisers

• High Net Worth clients

• Excellent Opportunity to join friendly team

Skills and experience required: Paraplanner

• Paraplanning experience

• Level 4 Diploma

Job Title: Paraplanner

Industry: Financial Services

Location: Newcastle-Upon-Tyne

Salary: £38,000

Job Ref: 9108

Job Description: Paraplanner