At a Glance
- Tasks: Produce high-quality Advice Reports and technical recommendations for financial advisers.
- Company: Join one of the UK's leading wealth management businesses with a focus on growth.
- Benefits: Competitive salary of £55,000 plus bonus potential, hybrid working, and career progression.
- Other info: Exciting opportunity for long-term career growth in a supportive team environment.
- Why this job: Make a real impact in financial planning while enjoying flexible work arrangements.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 55000 - 55000 £ per year.
Location: Hybrid Working: 1 day office / 4 days home
Salary: £55,000 Basic + Bonus (OTE £80,000)
Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration.
With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential.
Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including:
- Pensions
- Investments
- Retirement Planning
- Tax Planning
You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice.
Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity.
Hybrid working (1 day office / 4 days home) ~ Long-term career progression
Paraplanner (Pensions Management) in Newcastle upon Tyne employer: STAFFPOWER GROUP
Join one of the UK's leading wealth management businesses as a Paraplanner and enjoy a dynamic work culture that prioritises employee growth and development. With a hybrid working model, you can balance your professional and personal life while benefiting from a competitive salary and performance-related bonuses. This is an exciting opportunity to be part of a rapidly expanding team that values your contributions and offers long-term career progression in a supportive environment.
