Paraplanner

About the Role

As an NFAL Paraplanner you will be part of a growing team who deliver a high standard of service to both internal and external customers.

To provide technical advice support to the financial advice team whist developing competence with regulated sales processes

We continuously strive to improve the way we work and the customer experience so new ideas are welcomed.

If you would like to be part of a fun and friendly team, then this is the job for you

About You

Applicants should have:

- Competence with Microsoft Office and other software programmes as required
- Good analytical skills
- Excellent IT skills, particularly with Microsoft Word and Excel
- Ability to manage a high volume workload and multi-task
- Excellent verbal and written communication skills
- Ability to communicate effectively at all levels
- Good time management skills
- Experience within a Regulated Financial Services Environment
- Proven track record in achieving and exceeding targets
- Full Diploma QCA level 4 or equivalent is desirable but not essential

About Us

Newcastle Financial Advisers is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 17 years. Our teams of Financial Advisers deliver expert face-to-face advice to customers across our entirebranch network, supported by our sales support team, providing technical and administrative services.

We deliver a restricted advice service through our Appointed Representative partnership with Openwork, one of the UK’s largest financial advisory networks. The Openwork proposition provides access to a wide range of investment, pension and protection productsfrom some of the UK’s biggest financial brands to meet the financial planning needs of our customers.

As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes:

- A 35-hour weekly contract + flexible working options
- 25 days holiday each year plus bank holidays
- Extra day holiday for your birthday
- Bonus scheme
- Pension scheme
- Free onsite gym
- Life assurance and income protection
- Access to a range of wellbeing benefits
- Electric car salary sacrifice scheme
- Cycle to Work scheme
- Above statutory family leave entitlement
- The option to buy extra holidays
- Two paid volunteering days each year
- A broad range of learning and development opportunities
- Hybrid working - we welcome any discussions around where, how and when people work including part-time hours

We have refreshed our approach to recruitment and have outlined a new process of remote selection and on boarding.

Upon starting a new role with us, we will ensure you are equipped with the correct tools and technologies to enable you to do your best work within your hybrid arrangement.