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- Tasks: Support Financial Planners by conducting research and preparing high-quality reports.
- Company: Dynamic financial planning firm based in Newcastle with a hybrid working model.
- Benefits: Competitive salary, mentoring opportunities, and ongoing professional development.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: Proven paraplanning experience and Level 4 Diploma or equivalent required.
- Other info: Opportunity to work on complex cases and enhance your technical expertise.
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 upon Tyne employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already in paraplanning roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss complex cases and demonstrate your understanding of pensions, investments, and tax planning. We want to see your expertise shine!
✨Tip Number 3
Showcase your skills with a portfolio! If you've got examples of suitability reports or cashflow models you've worked on, bring them along to your interview. It’s a great way to prove you’re the right fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like your Level 4 Diploma. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Paraplanner role. Share specific examples of your work with complex cases and how you've supported Financial Planners in the past.
Showcase Your Technical Skills: Since this role involves technical research and cashflow modelling, make sure to mention any tools or systems you're familiar with. We love seeing candidates who are proactive about their technical knowledge and can bring that expertise to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining StudySmarter!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, protection, and tax planning. Being able to discuss these areas confidently will show that you're not just a candidate, but a knowledgeable professional ready to support Financial Planners.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your paraplanning experience. Talk about complex cases you've handled, the research you conducted, and how your contributions led to positive client outcomes. This will demonstrate your capability and readiness for the role.
✨Be Client-Focused
During the interview, emphasise your commitment to delivering high-quality, client-focused advice. Discuss how you ensure compliance and clarity in your reports, and how you identify additional planning opportunities. This will resonate well with the company's values.
✨Team Player Vibes
Since mentoring junior staff is part of the role, be prepared to talk about your experience in guiding others. Share instances where you've collaborated with a team or contributed to a positive team environment. This will show that you’re not just about individual success, but also about lifting others up.