Hybrid Paraplanning Specialist

2 days ago


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

Job Description

This is a fantastic opportunity for a motivated and skilled Paraplanner to join our growing team in Newcastle. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing holistic financial planning solutions to clients.

Your Key Responsibilities

  • Assist in preparing and presenting financial plans to clients
  • Conduct research and analysis to support the creation of financial plans
  • Develop and maintain strong relationships with clients

Requirements

  • Degree-level qualification in a relevant field or equivalent experience
  • Proven experience as a Paraplanner or in a similar role
  • Strong understanding of financial planning principles and practices

Benefits

We offer a competitive salary and benefits package, including an estimated £35,000 - £45,000 per annum, depending on experience, plus opportunities for professional growth and development within a dynamic company like Premier Jobs UK Limited.



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