Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working and a unique earning potential.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases. Role responsibilities:
* To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives
* Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
* Preparation of fund switch and encashment letters according to advice provided
* Obtain applications, key features documents, fact-sheets, illustrations and product
* Comparison quotes through appropriate sources
* Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
1. Level 4 diploma qualified
2. Good understanding of the Financial Planning process
3. Strong interpersonal skills, both written and verbal communication
4. Customer service skills - providing an excellent service to the adviser and client
5. Excellent planning and organis...