At a Glance
- Tasks: Analyse client portfolios and provide expert financial advice.
- Company: Independent Chartered Financial Advisory firm with a passion for client service.
- Benefits: Hybrid/remote work, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive team dedicated to high standards and compliance.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 40500 - 49500 £ 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 expectations.
Specifically you will be responsible for:
- Preparing analysis of clients' 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
Paraplanner - Hybrid / Remote employer: Lime Professional Services
As a leading Independent Chartered Financial Advisory firm in Newcastle, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our hybrid/remote working model offers flexibility, while our commitment to providing impartial expert advice ensures that you will be part of a team dedicated to making a meaningful impact in clients' financial lives. Join us to enjoy competitive benefits and the opportunity to enhance your skills in a dynamic environment.
Contact Details:
Lime Professional Services Recruitment Team
