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- Tasks: Support Financial Planners by preparing advice and conducting technical research.
- Company: Join a dynamic financial planning team in Newcastle Upon Tyne.
- Benefits: Hybrid working, professional development, and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Opportunity for career progression towards Chartered status.
The predicted salary is between 30000 - 42000 £ per year.
We’re seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office, which is responsible for providing comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. The individual will not hold their own client bank, but will work closely with Partners to deliver high-quality client outcomes.
Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required. This is a hybrid working role with a requirement to be in the office 3 days per week.
As Paraplanner/Assoc. Financial Planner your responsibilities will include among others:
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions.
- Collaborating with Financial Planners to ensure clients receive the right advice to achieve their objectives while maintaining strong client relationships.
- Preparing suitability reports and supporting documentation for Financial Planners.
- Ensuring all advice-related tasks are completed accurately and uploaded to internal systems.
- Maintaining comprehensive and up-to-date client records in line with FCA and company standards.
- Supporting Financial Planners in client meetings, including cashflow modelling and note-taking where required.
Qualifications
To be successful in this role, you should:
- Hold a Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status.
- Have strong technical knowledge of financial planning processes and products.
- Have excellent attention to detail and accuracy.
- Be able to manage multiple priorities and deadlines.
- Have strong communication and collaboration skills.
- Hold a professional approach and ability to lead by example.
Associate Financial Planner/Paraplanner in Newcastle upon Tyne employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner/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 someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial products and processes confidently. We want you to shine when they ask about your experience with client interactions and advice preparation.
✨Tip Number 3
Show off your attention to detail! During interviews, be ready to share examples of how you've maintained accurate records or completed tasks under tight deadlines. This will demonstrate that you’re the right fit for ensuring high-quality client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Associate Financial Planner/Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Financial Planner/Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant technical knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our Financial Planning team and how your background aligns with the responsibilities outlined in the job description. Keep it engaging and personal!
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. We want to see that you can manage multiple priorities while maintaining high standards in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Nelson Scott
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge of financial planning processes and products. Be ready to discuss specific examples of how you've applied this knowledge in past roles or studies, as it shows you're not just book-smart but also practical.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare to demonstrate your attention to detail. You could bring along a sample report or documentation you've worked on, highlighting how you ensured everything was spot on. This will give the interviewers confidence in your ability to maintain high standards.
✨Practice Collaboration Scenarios
As you'll be working closely with Financial Planners, think of examples where you've successfully collaborated with others. Prepare to discuss how you handled differing opinions or challenges in teamwork, as this will show your strong communication and collaboration skills.
✨Be Ready for Client Interaction Questions
Since supporting client meetings is part of the job, expect questions about how you would handle client interactions. Think about how you would approach note-taking or cashflow modelling in a meeting, and be prepared to share your strategies for maintaining strong client relationships.
