Junior Paraplanner

**Are you studying towards your Level 4 Diploma in Financial Planning?**

**Looking to step into small team of incredibly ambitious individuals like you and learn the core principals of being a good Paraplanner?**

Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle to join a Financial Planning firm.

Our client is a prestigious Wealth Management firm, with offices and clients across the UK. Their successful Newcastle office is looking to expand their back-office team and bring on a Paraplanner to support the Financial Advisers. You will be an integralmember of the paraplanning team and will work directly alongside the Financial Advisers.

**Your role will include, but not be limited to**:

- Understanding and analysing new and existing clients current personal and financial circumstances and objectives
- Writing and producing detailed Suitability Reports
- Communicating with clients
- Preparing annual client reviews
- Preparing meeting documents with Advisers
- Supporting senior members and guiding junior members of the team

**Benefits**:

- Competitive Salary
- Ongoing training and development
- Endless progression opportunities
- Discretionary bonus
- Great benefits
- Join a nationally renowned firm

Skills and experience required:

- Diploma in Financial Planning (complete/nearly complete)
- Experience in Wealth Management/Admin position
- Ambitious and strong organization skills

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Newcastle on a Paraplanner role.

**Our commitment to you**:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Additional information**: