Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners with research, client info gathering, and report preparation.
- Company: Dynamic financial services firm in Newcastle Upon Tyne.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a team that values your skills and helps clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills required.
- Other info: Be part of a supportive environment focused on high-quality client outcomes.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm is looking for a dedicated Paraplanner/Assoc. Financial Planner to join their Newcastle Upon Tyne team. This hybrid role involves supporting financial planners with technical research, client information gathering, preparing reports, and maintaining accurate records.
Candidates should possess a Level 4 Diploma in Financial Planning and demonstrate strong technical knowledge, attention to detail, and effective communication skills, while contributing to high-quality client outcomes.
Paraplanner & Financial Planning Analyst (Hybrid) in Newcastle upon Tyne employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner & Financial Planning Analyst (Hybrid) in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those in Newcastle Upon Tyne. Attend industry events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. We recommend practising common interview questions related to financial planning to showcase your expertise and attention to detail.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It’s a great way to keep you on their radar.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’ve got all the resources you need to make your application stand out, so don’t miss out on this opportunity.
We think you need these skills to ace Paraplanner & Financial Planning Analyst (Hybrid) in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. We want to see how your skills match the role, so don’t be shy about showcasing your technical knowledge and attention to detail!
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. We love seeing candidates who can communicate effectively and show genuine interest in the role.
Showcase Your Research Skills: Since the role involves technical research, include examples of how you've successfully gathered and analysed information in the past. We appreciate candidates who can demonstrate their ability to support financial planners with solid research.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Nelson Scott
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Familiarise yourself with the latest regulations and tools in the industry, as well as any specific products or services the firm offers. This will show that you're not just qualified but genuinely interested in the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and attention to detail. Think of examples from your past experiences where you've successfully gathered client information or prepared reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, as if you were talking to a client. This will demonstrate your ability to convey important details effectively, which is crucial for high-quality client outcomes.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to financial planning or their team dynamics. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.
