At a Glance
- Tasks: Support Financial Planners by conducting research and producing detailed Financial Planning Reports.
- Company: Join a dynamic financial advice firm in Newcastle with a supportive team culture.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Enjoy a friendly work environment with a focus on teamwork and client service.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial advice and strong report writing skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Description
We have a fantastic vacancy for a Paraplanner to join our Newcastle Office.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements.
After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The successful candidate will need to be motivated, friendly and professional at all times.
Office
Perspective (North East) Ltd
Location
Newcastle
Hours
Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary
Competitive dependent on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Requirements
- Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, Power Point.
Paraplanner (Newcastle upon Tyne) employer: Perspective Financial Group
At Perspective (North East) Ltd, we pride ourselves on being an exceptional employer in the heart of Newcastle upon Tyne. Our supportive work culture fosters collaboration and professional growth, offering employees the chance to develop their skills while contributing to meaningful financial solutions for our clients. With competitive salaries and a commitment to maintaining high standards of client service, we ensure that our team feels valued and empowered in their roles.
Contact Details:
Perspective Financial Group Recruitment Team
