Paraplanner - Newcastle - Investment Management Firm
1 week ago
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 solutions to HNW and UHNW clients, our client specialises in complex / sophisticated advice.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved.
You must have strong tax, trusts and pensions knowledge, have paraplanning experience and be CII Level 4 Diploma qualified and keen to study further qualifications.
Basic salary up to £45,000, discretionary bonus and benefits
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Paraplanner - Newcastle
4 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...
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Paraplanner - Newcastle
1 week ago
Newcastle upon Tyne, United Kingdom Artemis Recruitment Consultants Full timeParaplanner - 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...
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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...
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Paraplanner
6 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...
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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...
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Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeJob description Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that's experiencing strong growth across revenue, headcount, and assets under management in .IDEX Consulting is proud to be partnered with a highly respected financial advisory...
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Paraplanner
1 week 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,...
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Paraplanner
1 week ago
Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeJob DescriptionRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.They are award winning, regularly in the financial press and are PE backed for...
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Paraplanner
1 week 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...
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Paraplanner
1 week 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...