Paraplanning Expert

We are seeking experienced Paraplanners to join our regional Newcastle offices. With rapid growth and expansion due to securing Private Equity backing, this is an ideal time to join our company and be part of a well-known and trusted brand.The national paraplanning team are responsible for preparing and submitting advice pre-approval forms and suitability...

Job Title: Senior Financial Support SpecialistNewcastle LocationUp to £40,000 salary + discretionary bonusHybrid Working PatternWe are partnering with a leading advisory group in the North East of England to find an exceptional financial support specialist. This role offers a unique opportunity for professional growth and development within a supportive...

This role is a fantastic opportunity for a skilled Financial Planning Professional to join a growing company in Newcastle, providing excellent financial planning solutions. As a Paraplanning Specialist, you will assist the team of Financial Advisors in delivering high-quality services to clients. The ideal candidate will have experience as a Paraplanner and...

IDEX Consulting Ltd. is seeking an experienced Paraplanning Consultant to join their team in Newcastle. As a key member of the Advisory group, you will play a vital role in supporting clients and contributing to the company's growth.Benefits:Competitive salary: up to £40,000 per year + discretionary bonusOpportunities for career advancement and professional...

Job ResponsibilitiesDuties include;Preparing pre-approval documentation prior to report writingUtilising technology to produce accurate solutions for clientsProviding timely and compliant suitability reportsEnsuring advice documentation is compliant according to FCA guidelinesWorking with the adviser to gather client information

Key ResponsibilitiesAs a Paraplanning Support Professional at Premier Jobs UK Limited, you will be responsible for providing expert-level support to our team of Financial Advisors. This includes:Providing high-quality paraplanning services, ensuring timely completion of tasks and accurate delivery of results.Collaborating with Financial Advisors to develop...

**Job Title: Financial Adviser** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: Up to £65,000** **Reference Number: 16405** **Job Description: Financial Adviser** Recruit UK are working on an excellent opportunity for a Home-Based Financial Adviser position in Newcastle-Upon-Tyne to join a leading UK wide Independent...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...

**Are you a Financial Adviser who feels like they are not getting the opportunity to build out your client bank as you don't have the support?** If you're a driven and ambitious Financial Adviser looking for an exciting opportunity to expand your client base with the backing of a proven lead generation model, we have just the position for you! A leading...

Recruit Wealth are representing a well establised Indepedent Financial Planning business in Newcastle who are currently looking to recruit an experienced Technical Financial Planning Administrator to their exisiting team. Our client is modern, technologically advanced and a highly ethical business where client outcomes are at the forefront of everything...