At a Glance
- Tasks: Support Financial Advisers with cashflow modelling and holistic financial planning.
- Company: Join Benefact Group, a supportive and collaborative financial services team.
- Benefits: Permanent position with opportunities for professional development and growth.
- Other info: Dynamic work environment in Newcastle upon Tyne.
- Why this job: Make a real difference in clients' financial journeys while enhancing your skills.
- Qualifications: Experience in financial planning and strong teamwork abilities.
The predicted salary is between 40500 - 49500 £ per year.
Benefact Group, via Lycetts Financial Services in Newcastle upon Tyne, is seeking a Paraplanner to join the team on a permanent basis.
The role supports Financial Advisers by delivering high‑quality financial planning and cashflow modelling, helping clients reach their financial goals.
You will work with advisers in a collaborative environment, contributing technical expertise and ongoing professional development in a supportive team.
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Paraplanner: Cashflow Modelling & Holistic Planning in Newcastle upon Tyne employer: Benefact Group plc
Benefact Group plc is an excellent employer, offering a supportive and collaborative work culture in Taunton that prioritises client success and employee growth. With a strong focus on professional development and a range of benefits including generous annual leave, employees are empowered to thrive while contributing to meaningful business objectives.
