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
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