Wealth Support Executive
Use your paraplanning expertise to support our Financial Planners, turning complex financial information into clear, accurate recommendations that help us deliver a high-quality service to our clients.
The Opportunity
- Join our Financial Planning Support Team in a key paraplanning role
- Work closely with Financial Planners, providing technical and research support
- Help develop suitable, compliant recommendations that support positive client outcomes
- Build your expertise while continuing your professional development in wealth management
What You'll Be Doing
- Prepare suitability and review reports and summaries of recommendations
- Provide technical and research support to Financial Planners
- Review recommendations against company standards, raising questions where appropriate
- Prepare application forms and financial planning documentation
- Maintain accurate client information and records within Intelliflo
- Work with support and compliance colleagues to progress client cases
What We're Looking For
- CII Level 4 Diploma qualified
- Previous paraplanning experience within wealth management or financial planning
- Experience using CRM systems and financial planning software
- Knowledge of Intelliflo Planning, CashCalc and FE Analytics
- Strong analytical skills with excellent attention to detail
- Good organisation, communication and time management skills
- A commitment to ongoing learning and professional development
About Azets Wealth Management
Who we are
Azets Wealth Management is one of the UK's leading independent financial advisory businesses, delivering bespoke financial planning to individuals, families and businesses across the UK.
With over £1 billion in assets under management and a client satisfaction rating of 4.8 out of 5, we provide whole-of-market advice spanning pensions, investments, estate planning and protection.
As part of Azets, our advisers work alongside experts in tax, accounting and business advisory, giving clients truly joined-up financial planning while offering our people access to an extensive professional network.
Why join us
- Join one of the UK's leading independent financial planning businesses
- Build lasting client relationships through holistic, whole-of-market advice
- Work alongside chartered advisers and multidisciplinary specialists across Azets
- Be part of a collaborative culture focused on integrity, development and exceptional client outcomes
- Grow your career within a national business that combines local relationships with extensive technical expertise
Our Benefits
Designed to support you personally and professionally. Explore how we invest in your health, happiness, and future.
Family, Leave & Support
Maternity, Paternity, Shared Parental, and Adoption leave; Fertility treatment support; Birthday day off; Holiday buy/sell; Flexible working policy.
Health & Wellbeing
EAP, 24/7 GP Access, Private Medical, Dental, Health Assessments, Cash Plans, Life Assurance.
Lifestyle & Flexibility
Hybrid working, EV scheme, tech & home purchase options, travel insurance, employee discounts platform, and flexible benefits via FlexHub.
Career Progression
Dedicated career pathways, mentoring, learning programmes, and development opportunities to advance your expertise and leadership potential.
FlexHub: Personalise your benefits package to match what matters most to you – from health plans to lifestyle perks, tailored to your needs.
Move forward with confidence.
At Azets, our purpose is to improve the lives of our clients, colleagues and communities, in a sustainable way.
4000+ Colleagues
A people-powered business across the UK.
70 Locations
Locally embedded with national strength.
Top 10 UK Firm
Recognised as a leading accountancy firm.
80,000+ Clients
With a local touch in every community.
Curious about life at Azets? Meet our people.
Inclusion & Accessibility
We are proud to be a Mindful Employer and Disability Confident Employer. Creating an inclusive workplace isn’t just a statement – it’s something we live every day.
At Azets, we value diverse backgrounds, perspectives, and experiences. Even if your experience doesn’t tick every box, we’d still love to hear from you – you might be a great fit for another opportunity.
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Wealth Support Executive in Newcastle employer: Azets
At Azets, we pride ourselves on being an excellent employer, offering a supportive and inclusive work culture that prioritises your health, happiness, and professional growth. With flexible working options, comprehensive benefits, and dedicated career pathways, you will thrive in a dynamic environment where innovation and teamwork are at the forefront. Join us in making a meaningful impact while enjoying the advantages of being part of a top 10 UK accountancy firm with a strong local presence across 70 locations.
