Paraplanner

2 weeks ago

Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

Job 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 further growth & expansion, there has never been a better time to join them than now.This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices.Responsibilities:Compiling detailed financial planning reports for the Financial Planners to present to clientsSupport the Financial Planners by conducting research on products and helping find the right solutions for clientsAssisting with reviews and requests, acting as a point of contact for clients technical day-to-day queriesArranging for plans to be submitted to company providersMaintain client records on company software, ensuring all files are well-presented, accurate and compliant.Prepare client review packs and conduct Illustration requests.Keep up to date with financial products and legislation.Comply with all firm and industry guidelines, rules and regulations.Role Requirements:Experience in a financial advice firm and paraplanner skills is essential.Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience.Experienced in using IO/Intelligent Office software ideallyA reliable individual who has the ability to manage and prioritise workloads.Outstanding communication skills at all levels.Analytical and problem-solving skills.Experience of working as part of a team.Excellent organisational and multi-tasking abilities are essential.Flexibility/ adaptability to cope with change.Confident with IT and office software packages Word, Excel, PowerPoint.Benefits of joining the business:Quarterly paraplanning bonuses25 days holiday plus bank holidaysDay off for your BirthdayAnnual salary reviewsStaff awardsStudy support for professional industry examsAdviser Academy if desiredProgressionHoliday Purchase SchemeLife AssurancePrivate pensionCorporate Eyecare coverFlex/Hybrid workingThis opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH.The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.Please apply to us here at Recruit Wealth for an immediate response

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