Paraplanner

4 weeks ago

Newcastle Upon Tyne, United Kingdom Heat Recruitment Full time

This is a highly exciting opportunity to join an industry leading Financial Planners in their wonderful Newcastle office set up. A north east based firm with string links in to the accountancy market our client pride themselves on providing an excellentservice to their clients whilst continually looking to grow and expand their highly reputable team, maintaining one of the best names within the industry. Our client also places a large focus on promoting from within, so there is a clear structure towardsManagement or Advisory roles from this position.

**The Opportunity**

During a period of key expansion, our client is looking for an experienced Senior Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset,so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environmentwhere you can develop your career within a prestigious firm, and help the Junior members of the team by passing on your existing knowledge accordingly. You will also have the opportunity spend a big proportion of time with the Clients of the business shouldyou wish to do so, improving on your Client facing skill set

**Skills**
- Hold Level 4 Diploma in Financial Planning, or keen to start this
- Previous experience supporting Advisers within an IFA environment
- Comprehensive market knowledge with strong technical ability in Private client financial advice
- Client facing experience (Advantageous)
- Progression towards Chartered status (Advantageous)

**Synonyms**: Financial Planning, Report Writer, Technical Planner, Paraplanner, Paraplanning

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refera friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

  • Paraplanner (Pensions Management)

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner 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...

  • Paraplanner (Pensions Management)

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner 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...

  • Home Based Paraplanner

    4 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf. Full time

    **Home based Paraplanner - Salary negotiable to £50,000 - Anywhere in the UK, National Wealth Management Organisation** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Paraplanner team. This role will be 100% home based, supporting many of their...

  • Paraplanner (Pensions Management)

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner 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...

  • Paraplanner (Pensions Management)

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner 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...

  • Trainee Paraplanner

    2 hours ago

    Newcastle Upon Tyne, United Kingdom Search Consultancy Full time

    Trainee Paraplanner Newcastle upon Tyne £24,000 - £30,000 (depending on experience) + excellent benefits, exam support, free parking My client is a well-established and ambitious IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. This role offers genuine progression and development with excellent training, exam...

  • Paraplanner (Pensions Management)

    4 days ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    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...

  • Trainee Paraplanner

    16 hours ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full time

    Trainee Paraplanner Competitive SalaryPermanentNewcastle  Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully...

  • Paraplanner- Supervisor

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    Onboarding Paraplanner Supervisor Hybrid Salary - £35,000 + Monthly Bonus Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an Onboarding Supervisor. Training and onboarding of new advisers Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working...

  • Trainee Paraplanner

    1 week ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Trainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a...

  • Trainee Paraplanner

    4 days ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job Description Trainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in...

  • Trainee Paraplanner

    1 week ago

    Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Trainee ParaplannerCompetitive SalaryPermanentNewcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully...

  • Trainee Paraplanner

    1 week ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Trainee ParaplannerCompetitive SalaryPermanentNewcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully...

  • Trainee Paraplanner

    3 days ago

    Newcastle upon Tyne, United Kingdom meraki talent ltd Full time

    Trainee ParaplannerMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Competitive SalaryPermanentNewcastleMeraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle...

  • Trainee Paraplanner

    7 days ago

    Newcastle upon Tyne, United Kingdom meraki talent ltd Full time

    Trainee ParaplannerMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Competitive SalaryPermanentNewcastleMeraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle...

  • Trainee Paraplanner

    1 week ago

    Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Trainee ParaplannerCompetitive SalaryPermanentNewcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully...

  • Trainee Paraplanner

    1 week ago

    Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Trainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a...

  • Trainee Paraplanner

    4 days ago

    Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job Description Trainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your...

  • Paraplanner (Pensions Management)

    4 days ago

    Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time

    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...

  • Paraplanner

    2 days ago

    Kenton, Newcastle upon Tyne, United Kingdom A for Appointments Full time

    Exciting Paraplanner OpportunityJoin 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...