At a Glance
- Tasks: Support financial advisers by preparing client analyses and developing comprehensive financial plans.
- Company: Independent Chartered Financial Advisory firm with a passion for expert financial planning.
- Benefits: Up to £40,000 salary, 25 days holiday, flexible working, and full training sponsorship.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Experience in Paraplanning or report writing; Diploma candidates considered.
The predicted salary is between 35000 - 35000 £ per year.
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. This role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
Specifically you will be responsible for:
- Preparing analysis of client’s existing portfolio
- Provision of technical support to Advisers
- Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
- Working closely with the Adviser to research and formulate appropriate advice
- Preparation of Recommendation Reports and supplementary documentation
- Adherence to compliance procedures, core values and high standards of client service
- Regular liaison with product providers, account managers and clients
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.
A great salary and working environment is offered along with a great benefits structure as below:
- A full-time position
- Up-to £40,000 gross per annum (depending upon experience level)
- 25 days holiday entitlement + bank holidays
- Annual pay review with performance linked pay increases
- 9-5.30pm, access to flexible working hours when required, and remote working possible (2-3 days / week)
- Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Company social events
Paraplanner in Newcastle upon Tyne employer: Lime Professional Services
Join a dynamic and passionate team at our Independent Chartered Financial Advisory firm in Newcastle, where we prioritise employee growth and well-being. With a flexible working environment, competitive salary, and comprehensive benefits including full sponsorship for financial qualifications, we empower our Paraplanners to excel in their careers while enjoying a supportive work culture that values collaboration and excellence.
Contact Details:
Lime Professional Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like our client's. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss topics like income tax calculations and cashflow modelling. We want you to impress the Advisers with your expertise!
✨Tip Number 3
Showcase your skills through practical examples. When discussing your experience, highlight specific projects or reports you've worked on that demonstrate your ability to support Advisers effectively. This will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since the role involves calculations and technical support, make sure to mention your proficiency with tools and software used in financial analysis. We’re keen to know how you can hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Lime Professional Services
✨Know Your Numbers
As a Paraplanner, you'll be dealing with complex calculations like income tax and capital gains. Brush up on these figures before your interview. Being able to discuss them confidently will show that you’re not just familiar with the theory but can apply it practically.
✨Research the Firm
Get to know the company’s values and their approach to financial planning. Understanding their ethos will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their team.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Practice explaining how you would prepare analysis of a client’s portfolio or draft a recommendation report. This will help you articulate your thought process clearly during the interview.
✨Showcase Your Communication Skills
Since you'll be liaising with advisers and clients, effective communication is key. Prepare examples of how you've successfully communicated complex information in the past. This will highlight your ability to work collaboratively and maintain high standards of client service.
