Paraplanner (Pensions Management)

4 weeks ago


Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time €35,000 - €45,000

Hybrid

£Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.

They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

To assist the Financial Planner in formulating the advice to the client, providing technical
• against the client’s financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Obtain applications, key features documents, factsheets, illustrations and product
• Good understanding of the Financial Planning process.

• Excellent planning and organisational skills.



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