At a Glance
- Tasks: Support Financial Planners with research, report writing, and client-focused advice.
- Company: Dynamic financial planning firm based in Newcastle upon Tyne.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Mentorship opportunities and a collaborative team environment await you.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven paraplanning experience and Level 4 Diploma required.
The predicted salary is between 45000 - 60000 £ per year.
An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key Responsibilities
- Conduct research across pensions, investments, protection, and tax planning
- Prepare suitability reports and client documentation to a high standard
- Produce cashflow modelling and financial calculations
- Support Financial Planners in developing suitable client recommendations
- Ensure all work is compliant, clear, and client-focused
- Identify additional planning opportunities where appropriate
Team & Development
- Provide guidance and support to junior team members
- Share knowledge and contribute to a collaborative team environment
- Maintain and develop technical knowledge through ongoing learning
- Support improvements to processes and report templates
Skills & Experience
- Proven paraplanning experience within financial planning/wealth management
- Strong knowledge of financial planning products and advice areas
- Level 4 Diploma (or equivalent) required
- Progression towards Chartered status desirable
- Strong attention to detail, organisation, and communication skills
- Experience with cashflow modelling and back-office systems preferred
Additional Information
- No direct line management, but mentoring of junior staff expected
- Opportunity to work on complex cases and develop technical expertise
Senior Paraplanner in Newcastle employer: RGH-Global Limited
Join a dynamic team in Newcastle upon Tyne as a Senior Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. With hybrid working options and a focus on complex financial cases, you will have the opportunity to enhance your technical expertise while mentoring junior staff, all within a company that values high-quality client outcomes and continuous learning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Newcastle
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your skills! When you get the chance to chat with hiring managers, be ready to discuss your experience with complex cases and cashflow modelling. Use specific examples to demonstrate how you've contributed to positive client outcomes.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Make sure you're familiar with the latest trends in pensions, investments, and tax planning. This will help you stand out as a knowledgeable candidate who can support Financial Planners effectively.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from candidates who are genuinely interested in joining our team. Plus, it gives you a better chance to showcase your personality and fit for the role.
We think you need these skills to ace Senior Paraplanner in Newcastle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, technical research, and report writing. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our team. Keep it clear, concise, and focused on your relevant experience.
Showcase Your Technical Skills:Don’t forget to mention your knowledge of cashflow modelling and back-office systems. We love candidates who can demonstrate their technical expertise, so be specific about your experience in these areas.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Let’s get your application rolling!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and advice areas. Be ready to discuss your experience with pensions, investments, protection, and tax planning. The more you know, the more confident you'll feel during the interview!
✨Showcase Your Skills
Prepare to talk about your technical research and report writing skills. Bring examples of suitability reports or client documentation you've prepared in the past. This will demonstrate your ability to deliver high-quality work and support Financial Planners effectively.
✨Be a Team Player
Since mentoring junior staff is part of the role, be ready to discuss how you've supported others in previous positions. Share examples of how you've contributed to a collaborative team environment and helped improve processes or templates.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to complex cases and ongoing learning opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
