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 Diploma and beyond.

This will be a long-term role within a secure business that is thriving.

**The Paraplanner role**

The core purpose of this role will be to provide technical paraplanning support to two 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.
- 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**:
Proven experience within a paraplanning role with strong technical knowledge of investments, pensions and protection is preferable.

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.



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