Paraplanner
22 hours ago
**Paraplanner - Newcastle - Flexible working available - Leading Investment Management Organisation - Salary negotiable depending on experience and qualifications**
A well respected and influential Investment Management Organisation currently has a requirement for an experienced Paraplanner to join their established Financial Planning division in their busy Newcastle office.
The company are highly respected in their sector and are in a great place right now having just posted record figures. Their Financial Planning team is an extremely important division within the business and is seen as a key area of growth for the next 10years.
You will be tasked with providing technical support to a team of Chartered Financial Planners including research and report writing services. You will be supported by an administrative team which will allow you to focus on technical work. The team specialisein providing full financial planning advice and services to HNW individuals.
**Requirements**:
On offer:
- There will be plenty of opportunity to progress within the company who are well known for promoting from within where possible.
- Full study support will be offered along with a first class benefits package
- Flexible working from home up to 2 days per week
- This is an excellent opportunity to be an important team member within one of the UK's most dynamic and forward thinking businesses.
-
Paraplanner
6 days ago
Newcastle upon Tyne, United Kingdom Meraki Talent Full timeParaplanner We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations. Key Responsibilities:Prepare Financial Plans:...
-
Paraplanner
7 days ago
Newcastle upon Tyne, United Kingdom Meraki Talent Full timeParaplanner Interested in this role You can find all the relevant information in the description below.We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all...
-
Paraplanner
3 days ago
Newcastle Upon Tyne, United Kingdom Tempest Jones Full time**Paraplanner** A fantastic opportunity has arisen for an experienced Paraplanner to join a well-established firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. Level 4 Diploma is NOT essential to be considered for this role. On offer will be an attractive benefits package plus...
-
Paraplanner
7 days ago
Newcastle Upon Tyne, United Kingdom mbf. Full time**Paraplanner - Newcastle - Flexible working available - Leading Investment Management Organisation - Salary negotiable depending on experience and qualifications - up to £45K plus excellent company bonus and benefits package** A well respected and influential Investment Management Organisation currently has a requirement for an experienced Paraplanner to...
-
Paraplanner - Gateshead
2 weeks ago
Newcastle Upon Tyne, United Kingdom Tempest Jones Full time**Paraplanner** An exciting opportunity has arisen for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Gateshead. This practice has become known for its personalised service, quality independent advice and afocus on holistic financial planning. On offer will be a competitive salary and an...
-
Paraplanner
3 weeks ago
Newcastle upon Tyne, United Kingdom MURVILLE CONSULTANCY LIMITED Full timeThis is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their...
-
Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Cheshirejobs.uk ltd ta Bond Recruitment Full timeBond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Newcastle offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs,...
-
Paraplanner - Newcastle
5 days ago
Newcastle Upon Tyne, United Kingdom Tempest Jones Full timeParaplanner A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. On offer will be a competitive salary and an attractive benefits package plus continued professional development. This...
-
Paraplanner
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruitment 22 Limited Full time £38,000 per yearParaplanner | Newcastle-upon-Tyne | £38,000 A growing financial advice firm is seeking a Paraplanner to technical support advisers with research and suitability report writing. The role: Working closely with advisers to deliver compliant, high-quality advice, including:Writing financial planning and suitability reportsResearching products and preparing...
-
Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Bond Recruitment Full timeBond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Newcastle offices.The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively...