Paraplanner

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newcastle upon Tyne

About The Role

Lycetts Financial Services, who are proudly part of Benefact Group, are looking for a Paraplanner to join their Newcastle upon Tyne office.

You will be joining our existing team of Paraplanners who provide support to our team of Financial Advisers. Working closely with our IFAs, you will be involved in assisting the business to provide holistic financial planning and cashflow modelling to our clients.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK\’s top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.

What You\’ll Be Doing

As a Paraplanner, you will be focused on providing research, analysis and report writing support to assist our team of IFAs, in the provision of high-quality advice and compliant financial planning. Your duties will include:

• Utilising technology to support advisers in their client reviews.
• Carrying out research and analysis on products and solutions to support suitable ongoing and new business advice.
• Undertake financial calculations including CGT, IHT and Pension contributions.
• Ensuring all required documents are available and stored on our CRM system prior to report writing, ensuring both the evidence of advice and recommendations are appropriate.
• Providing accurate, timely and compliant suitability reports.

What You\’ll Need To Have

• You should have experience as a Paraplanner
• You should have sound knowledge of financial planning.
• Be confident undertaking research and financial calculations.
• Experience in the use of Intelligent Office, Analytics and Defaqto would be desirable, but not essential as full training will be offered.
• Ideally hold or be working towards your CII Diploma, not essential as opportunity to undertake professional development will be offered.

What we offer

• A competitive salary
• Hybrid working available upon successful completion of probation
• Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
• Annual Bonus scheme (Discretionary based on individual and company performance)
• Life Assurance cover up to 4 x salary
• 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
• Career development opportunities with funded support and financial incentives for all professional qualifications.

Join a team who is close knit and supportive. We are focussed on delivery and providing a high-quality service to our clients.

About Us: The Lycetts Group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.