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Financial Planning Assistant

2 months ago

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

About the Role

This is an exciting opportunity to join a growing company as a Paraplanner, providing support to a team of Financial Advisors in delivering high-quality financial planning solutions.

Key Responsibilities

  • Assist in preparing pre-approval documents and suitability reports
  • Provide research and analysis support to Financial Advisors
  • Utilize technology to produce accurate solutions
  • Undertake financial calculations, including CGT and annual allowances
  • Ensure all advice documentation is compliant
  • Communicate effectively with internal and external stakeholders
  • Work closely with Financial Advisors to gather information and provide clear instructions to the team

Requirements

  • Experience as a Paraplanner
  • Good knowledge of financial planning and experience in writing bespoke 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

About the Company

Premier Jobs UK Limited is a leading provider of recruitment services, with a strong focus on supporting the growth and development of its employees. As a Paraplanner, you will be part of a dynamic team that is committed to delivering exceptional results.

Benefits

  • Salary of £35,000 - £40,000 depending on experience
  • Company benefits, including 4x DIS, PMI, Group Income Protection, and more
  • Hybrid working arrangement
  • 37.5 hours per week
  • Excellent career progression opportunities

Location

Newcastle