Client Advisory Assistant

3 weeks ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom facilit8 Business Support Full time

Company Overview

facilit8 Business Support is dedicated to providing exceptional, tailored business assistance to driven financial advisers, planners, and mortgage brokers. Our mission is to enable our clients to optimize their time, concentrate on their primary functions, expand their operations without the necessity for extra personnel, and attain a more favorable work-life equilibrium.

Position Overview

This is a full-time remote opportunity for a Paraplanner at facilit8 Business Support. The Paraplanner will play a crucial role in aiding our financial adviser clients to document compliant financial recommendations and ensure high-quality submissions for regulatory approval.

Key Qualifications

  • Expertise in Financial Planning and Investments
  • Strong Analytical Skills and Financial Acumen
  • Proficiency in Report Writing
  • Meticulous attention to detail and precision
  • Outstanding communication and interpersonal skills
  • Capability to work autonomously as well as collaboratively within a remote team
  • Relevant qualifications, such as a Level 4 diploma, are essential

Compensation and Benefits

  • Salary: £25,500 - £38,000 per annum (commensurate with experience)
  • Remote Work Flexibility
  • Fixed Flexible Working Hours - available between 7am and 7pm, Monday to Friday

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