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Paraplanner (Permanent)

4 months ago

Newcastle upon Tyne, United Kingdom A for Appointments Full time €30,000 - €40,000

Exciting Paraplanner Opportunity Join an esteemed wealth management company, renowned for 15 years of industry leadership. Seeking an experienced Paraplanner to enrich their dynamic team. Perks:

  • Competitive £30-40k salary (DOE)
  • Enjoy 26 days annual leave plus birthday holiday and bank holidays
  • Access to contributory pension scheme
  • Comprehensive private healthcare and life assurance
  • Benefit from health insurance coverage
  • Give back with 2 charity volunteer days
  • Earn recognition for your contributions
  • Refer talented individuals and reap rewards
  • Nurture your career through dedicated development programs
  • Stay active with our cycle to work scheme
Responsibilities:
  • Provide invaluable support to colleagues and clients through regular paraplanning meetings
  • Craft meticulous reports for adviser review and signoff
  • Analyse client portfolios and compile illustrations for advice files
  • Stay informed on technical research to ensure client files are current
  • Collaborate seamlessly with departments for accurate and relevant reports and advice
  • Stay abreast of investment market trends and industry developments
Ideal Candidate:
  • Driven to achieve or already holds a level 4 qualification in financial planning
  • Possesses extensive knowledge of financial planning industry
  • Brings at least 2 years’ experience to the role
  • Demonstrates outstanding communication skills and meticulous attention to detail
  • Capable of professional and effective liaison with other departments
  • Motivated to pursue ongoing professional development
Elevate your career in a supportive environment that values your expertise and dedication. Apply now and embark on a rewarding journey with us At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer. Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful