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Paraplanner
2 weeks ago
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
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