Paraplanner - Financial Planning Support

5 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full time

Job Summary

This is a Paraplanner role in a growing IFA firm, where you will provide support to Financial Advisors in delivering quality financial planning solutions. The company is led by highly respected names in the industry and is on a rapid growth phase.

Key Responsibilities

  • Provide research, analysis, and report writing support to Financial Advisors
  • Prepare pre-approval documents and ensure recommendations are appropriate
  • Provide accurate, timely, and compliant suitability reports
  • Utilize technology to produce accurate solutions
  • Undertake financial calculations, including CGT and annual allowances
  • Ensure all advice documentation is compliant
  • Effectively communicate internally and externally
  • Work closely with Financial Advisors to gather sufficient information
  • Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

Requirements

  • Experience as a Paraplanner
  • Good knowledge of financial planning and experience of writing bespoke pieces of advice for complex cases
  • Confidence in undertaking research and financial calculations
  • Hold a Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)

Company Overview

Premier Jobs UK Limited is a leading job board in the UK, providing a platform for job seekers and employers to connect. The company is committed to delivering high-quality job listings and excellent customer service.

Benefits

  • Salary of £35,000 - £40,000 depending on experience plus company benefits
  • Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
  • Hybrid working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans shaped around your desired career path


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