At a Glance
- Tasks: Support Financial Advisers with research and report writing for financial planning.
- Company: Join Lycetts Financial Services, part of the Benefact Group, in a collaborative environment.
- Benefits: Enjoy a hybrid work model with opportunities for professional growth.
- Other info: Be part of a supportive team in a dynamic industry.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong research skills and an interest in financial planning are essential.
The predicted salary is between 40500 - 49500 £ per year.
Lycetts Financial Services, part of Benefact Group, is seeking a Paraplanner to join the Newcastle upon Tyne office.
You will support Financial Advisers with technical research and report writing to deliver compliant, holistic financial planning solutions.
You will work in a collaborative team, handling client documentation, research, cashflow modelling, and regulatory awareness to help advisers create suitable plans for achieving clients' goals.
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Paraplanner: Financial Planning & Cashflow Modelling, Hybrid in Newcastle upon Tyne employer: Lycetts
Lycetts Insurance Brokers, part of Benefact Group, is an excellent employer that prioritises a collaborative culture and strong client relationships in the heart of Newcastle Upon Tyne. With a competitive benefits package, opportunities for career development, and the flexibility of hybrid working after probation, employees are empowered to thrive both personally and professionally in a supportive environment focused on delivering outstanding customer outcomes.
