At a Glance
- Tasks: Support Financial Advisers with research, analysis, and report writing for personalised financial plans.
- Company: Lycetts Financial Services, part of the Benefact Group, known for its collaborative culture.
- Benefits: Professional development opportunities and a supportive team environment.
- Other info: Join a dynamic team in Newcastle with great career growth potential.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong analytical skills and attention to detail are essential.
The predicted salary is between 40500 - 49500 £ per year.
Lycetts Financial Services, part of Benefact Group, is seeking a Paraplanner in Newcastle upon Tyne to support Financial Advisers with technical research, analysis and report writing.
You will contribute to compliant, high-quality financial planning and cashflow modelling, helping clients build personalised plans.
You’ll work closely with advisers in a collaborative team, in a role that emphasises professional development, accuracy and timely delivery.
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Paraplanner | Cashflow & Research Specialist (Newcastle) in Newcastle upon Tyne employer: Benefact Group
Benefact Group is an excellent employer, offering a dynamic work culture that prioritises collaboration and personal growth. With competitive salaries, comprehensive benefits including a car allowance and generous annual leave, employees are empowered to thrive in their roles while making a meaningful impact in the London & South East region.
