Paraplanning Expert

2 days ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

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 reports. As a Paraplanner, you will be responsible for providing technical guidance to the financial advisers to ensure clients receive excellent financial advice.

Main duties:

  • Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
  • Providing accurate, timely and compliant suitability reports from template format
  • Utilisation of technology to produce accurate solutions for clients
  • Carrying out relevant financial calculations on behalf of the advisers
  • Proactive self-development and understanding industry changes
  • Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements

Key qualifications include a strong understanding of financial planning and ability to work accurately and efficiently under pressure. Estimated salary range: £40,000 - £55,000 per annum based on location and experience.

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