Job Title: Paraplanner
Industry: Financial Planner
Location: Newcastle
Salary: £32,000 - £45,000
Job Reference: 10417
Job Description
Recruit UK are working with a fantastic, friendly fun Financial Planning company in Newcastle, who are looking for a Paraplanner to join their team.
This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.
Duties will include but not limited to
- Create suitability reports following annual reviews and new business client meetings
- Research products and preparing recommendations
- Responsible for technical research, cash flow modelling, producing recommendations
- Attending client meetings where appropriate
- Client focus ensuring clients receive the best possible service every single time
- Adhere to FCA regulations and ensure compliance
Benefits
- Competitive salary of £32,000 - £45,000
- Hybrid working
- 5% Pension contribution
- Team lunches & Dinners
- Giving back to the community
- Well being days for everyone to enjoy and pamper
- 26 days holiday + Bank holidays
- On site parking
Skills and experience required
- Experience working in a Paraplanning position
- Level 4 Diploma in Financial Planning, or equivalent (or working towards)
- Strong analytical and report writing skills
- Knowledge and experience of all areas of financial planning - investment portfolio management, pensions, taxation, protection, estate planning etc
- A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach
- Intelligent with a strong technology and mathematical aptitude and excellent attention to detail.
- The ability to manage workflow effectively.
- Preferably experience of, or keen to learn, cash flow modelling (Voyant)
- Preferably experience of dealing with complex financial planning or high net worth clients
