At a Glance
- Tasks: Support Financial Advisers with research, analysis, and report writing for financial planning.
- Company: Lycetts Financial Services, part of Benefact Group, known for its collaborative culture.
- Benefits: Hybrid working, professional development opportunities, and a supportive team environment.
- Other info: Join a dynamic team focused on growth and innovation.
- Why this job: Make a real difference in clients' lives through personalised financial planning.
- Qualifications: Strong analytical skills and a passion for finance.
The predicted salary is between 40500 - 49500 £ per year.
Lycetts Financial Services, part of Benefact Group, is seeking a Paraplanner in Newcastle upon Tyne.
You will support Financial Advisers with technical research, analysis and report writing to deliver compliant financial planning advice.
Join a collaborative team focused on professional development, using cashflow modelling and planning tools to create personalised plans and robust recommendations for clients.
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Paraplanner - Hybrid Financial Planning & Analysis 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.
