Hybrid Paraplanning Specialist
2 days ago
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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