Paraplanner - Newcastle

3 days ago

Newcastle Upon Tyne, United Kingdom Tempest Jones Full time

Paraplanner

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 company place employee well-being as a top priority so you will be provided with continual chances to learn and develop yourself, as well as flexible working to help you to maintain a healthy work-life balance.

The Paraplanner role

The core purpose of this role will be to provide technical paraplanning support to a team of busy financial planners assisting them with creation of financial recommendations.
- You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
- Conducting product and provider research.
- You will create bespoke suitability letters justifying the reasons for each piece of advice.
- Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
- Analysis of clients’ existing arrangements will also be required to determine ongoing suitability at review.

**Requirements**:
Ideally you will have experience in a similar role with strong technical knowledge of investments, pensions and protection.

You will ideally hold or be working towards the CII Level 4 Diploma.

This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.

  • Paraplanner - Newcastle

    1 week ago

    Newcastle upon Tyne, United Kingdom Artemis Recruitment Consultants Full time

    Paraplanner - Newcastle Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the...

  • Paraplanner - Newcastle - Investment Management Firm

    1 week ago

    Newcastle Upon Tyne, United Kingdom MI Search Ltd Full time

    Our client who are one the UK's largest and most prestigious Investment Managers / Financial Planners are currently seeking an experienced Paraplanner to work in their Newcastle office (the role includes a mix of home / office working). Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning...

  • Paraplanner

    5 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

    1 week ago

    Newcastle upon Tyne, United Kingdom Cheshirejobs.uk ltd ta Bond Recruitment Full time

    Bond 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 Area

    2 weeks 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. On offer will be a competitive salary and an attractive benefits package plus continued professional development to...

  • Paraplanner

    1 week ago

    Newcastle upon Tyne, United Kingdom Bond Recruitment Full time

    Bond 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...

  • Paraplanner

    1 week ago

    Newcastle upon Tyne, United Kingdom Bond Recruitment Full time

    Bond 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...

  • Paraplanner

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruitment 22 Limited Full time £38,000 per year

    Paraplanner | 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...

  • Trainee Paraplanner

    2 weeks ago

    Newcastle Upon Tyne, United Kingdom Tempest Jones Full time

    **Trainee Paraplanner** **(Full training and study support to obtain Diploma in Financial Planning provided)** **Agile working available** A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial...

  • Paraplanner

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Benefact Group Full time £25,000 - £40,000 per year

    Working hours: 35 hours per week, Monday to FridayDuration: Permanent Location: Newcastle upon TyneAbout the roleLycetts Financial Services, who are proudly part of Benefact Group, are looking for a Paraplanner to join their Newcastle upon Tyne office.You will be joining our existing team of Paraplanners who provide support to our team of Financial...