Paraplanning Support Professional

5 days ago


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

Premier Jobs UK Limited is a dynamic and rapidly growing IFA firm led by highly respected industry leaders. With a private equity backing, the company has achieved significant success, managing £4.5 billion in assets under management (AuM). They prioritize building a strong team of passionate and skilled professionals who share their vision and values.

Paraplanner Job Description

As a Paraplanner at Premier Jobs UK Limited, you will be responsible for providing essential support to the financial advisors' team. This includes researching complex cases, preparing bespoke advice, and conducting financial calculations. You will work closely with the administrators to ensure proposal and document accuracy. The company places great emphasis on employee growth and development, offering open-minded support for your progression into various areas, such as advice, compliance, or management.

Requirements and Benefits

To succeed in this role, you must have experience as a Paraplanner and hold a Level 4 Diploma in Financial Planning (or equivalent). You should have excellent knowledge of financial planning principles, strong research skills, and proficiency in using technology. The company offers a competitive salary of £35,000 - £40,000, plus company benefits, including 4x discretionary income protection, private medical insurance, and a generous pension scheme. You will enjoy hybrid working, 37.5 hours per week, and opportunities for career progression.

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