Paraplanner

Newcastle upon Tyne Full-Time 32000 - 44000 £ / year (est.) No home office possible

Job Description

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 reports
Researching products and preparing illustrations/recommendations
Preparing review packs and maintaining accurate client records
Assisting with client queries and plan submissions
Staying up to date with products, legislation, and compliance requirements
Ensuring files and documentation are accurate, well-presented, and compliant

The person:

Experienced in paraplanning with strong technical and report-writing skills. Diploma qualified (or working towards) is desirable. Highly organised, reliable, and client-focused with excellent written and verbal communication. A proactive team player with strong problem-solving and analytical skills.

The benefits:

Unsure if you should apply? Or you don't have a CV?

No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.

Paraplanner employer: recruitment22

Join a dynamic Financial Advice business in Newcastle, where your role as a Paraplanner will be valued and supported. With excellent benefits including professional development opportunities, a generous holiday scheme, and a commitment to employee growth, this company fosters a collaborative work culture that prioritises client care and personal advancement. Experience the unique advantage of hybrid working while being part of a team that encourages progression to Adviser roles for those who aspire to grow their careers.