Paraplanner in Newcastle upon Tyne

Paraplanner in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 34650 - 42350 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Create tailored financial plans and collaborate with clients to achieve their goals.
  • Company: Award-winning financial planning firm known for its innovative approach.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
  • Other info: Join a supportive team in a dynamic and rewarding environment.
  • Why this job: Make a real difference in clients' lives while developing your financial expertise.
  • Qualifications: Experience in financial planning and strong analytical skills.

The predicted salary is between 34650 - 42350 Β£ per year.

Paraplanner / Financial Planner, The Role: I am recruiting an experienced and technically astute Paraplanner (Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations. Given the com...

Paraplanner in Newcastle upon Tyne employer: CV Elite Ltd

Austyn Smith Associates is an exceptional employer, offering a supportive and collaborative work culture that fosters professional growth and development. Located in the picturesque town of Beaconsfield, employees benefit from a strong mentorship programme, hands-on experience with clients, and the opportunity to build meaningful relationships in the financial sector. With a commitment to excellence and employee well-being, this independent firm stands out as a rewarding place to advance your career in financial advising.

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Contact Details:

CV Elite Ltd Recruitment Team

We think you need these skills to ace Paraplanner in Newcastle upon Tyne

Financial Planning
Client Relationship Management
Analytical Skills
Attention to Detail
Technical Knowledge of Financial Products
Report Writing
Regulatory Compliance