Comprehensive Report Preparer

2 days ago


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

Premier Jobs UK Limited is seeking a skilled Paraplanner to enhance our team's capabilities in delivering exceptional financial planning services in Newcastle.

The successful candidate will work closely with our experienced Financial Advisors to provide high-quality support and contribute to the development of comprehensive financial planning solutions for clients.

Key aspects of this role include:

  • Preparing thorough reports and analyses to inform client advice
  • Staying current with financial product offerings to ensure informed decision-making
  • Providing administrative assistance to our Financial Advisors to streamline service delivery

We are looking for a driven and organized professional with excellent communication skills and a strong grasp of financial services concepts. This role offers a competitive salary of £31,000 per annum, commensurate with industry standards in the UK.



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