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- Tasks: Support Independent Financial Advisors by compiling wealth reports and making recommendations.
- Company: Join a respected, fully independent advisory firm in Newcastle Upon Tyne.
- Benefits: Earn up to £40k, enjoy 25 days leave, a company pension, and training support.
- Why this job: Be part of a fast-growing business that values your career development and offers industry qualifications.
- Qualifications: Experience as a paraplanner or in admin roles; customer advising experience is a plus.
- Other info: This is an office-based role with opportunities for professional growth.
The predicted salary is between 28800 - 48000 £ per year.
Are you an experienced paraplanner who is looking to move to a national and well respected advisory firm? Perhaps you're newly qualified or a highly experienced admin ready for more responsibility? We're looking for a new paraplanner to join our Newcastle team, supporting our Independent Financial Advisors. We are a fully independent organisation allowing us to serve our clients with the best solutions possible.
So what's the package?
- Up to £40k DOE
- 25 days leave plus bank holidays
- Company pension
- Training support
So tell me about the role. As a paraplanner you'll provide high level support to our advisers and their 100-150 clients. As you'd expect, working in professional services, this is an office based role. You'll be expected to be able to operate within multiple product platforms with accuracy - do you have experience of sourcing products from recognised platforms? Customers need great care and you'll help compile wealth reports and make recommendations based upon their future goals. Some experience advising customers directly is preferred but not essential.
As one of the nation's quickest growing businesses we'll support your career journey providing industry recognised qualifications and support. Sound like the role for you? Apply now.
Paraplanner in Newcastle Upon Tyne employer: Recruitment Agenda Limited
Contact Detail:
Recruitment Agenda Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newcastle Upon Tyne
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work in Newcastle. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific product platforms mentioned in the job description. If you have experience with any of them, be ready to discuss this knowledge during your interview to demonstrate your suitability for the role.
✨Tip Number 3
Prepare to showcase your ability to compile wealth reports and make recommendations. Consider bringing examples of past work or scenarios where you've successfully supported advisers, as this will highlight your practical experience.
✨Tip Number 4
Research the company’s values and mission. Understanding their approach to client care and how they differentiate themselves in the market will help you align your answers during the interview and show that you're a good fit for their team.
We think you need these skills to ace Paraplanner in Newcastle Upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner or in financial services. Emphasise any specific skills related to supporting Independent Financial Advisors and working with multiple product platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to join this national advisory firm and how your background aligns with their values and client-focused approach.
Highlight Relevant Qualifications: If you have any industry-recognised qualifications or training, be sure to mention them in your application. This will demonstrate your commitment to professional development and your readiness for the role.
Showcase Client Interaction Experience: Even if direct advising experience is not essential, highlight any customer service or client interaction roles you've held. This will show your ability to care for clients and understand their needs, which is crucial for a paraplanner.
How to prepare for a job interview at Recruitment Agenda Limited
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and platforms. Be prepared to discuss your experience with them, as this role requires accuracy in operating within multiple product platforms.
✨Demonstrate Client Care Skills
Since the role involves compiling wealth reports and making recommendations, be ready to showcase your ability to understand client needs and provide tailored solutions. Share examples of how you've successfully advised clients in the past.
✨Highlight Your Team Support Experience
As a paraplanner, you'll be supporting Independent Financial Advisors. Talk about your previous experiences working in a team environment and how you've contributed to the success of your colleagues.
✨Show Enthusiasm for Continuous Learning
This company values career development and training support. Express your eagerness to pursue industry-recognised qualifications and how you plan to grow within the role.
