Paraplanner
Newcastle
£37,000 - £45,000
A leading Financial Advisory and Accountancy firm with strong presence across the north of England and Scotland have an exciting opportunity for a Paraplanner to join they growing team.
Due to movements within the team structure, this is a newly created opportunity and will allow for strong development and exposure within a high performing team.
This role will suit an individual who is studying towards or recently completed their Diploma qualification, or perhaps qualified by experience - having recent and relevant experience within a Paraplanning capacity.
Duties include;
* Conducting required research to produce all kinds of advice for new or existing clients
* Compiling suitability letters based on the advice being given
* Processing new business
* Supporting Financial Planning Consultants and Financial Planning Assistants with the development of their technical and research knowledge
In return, you will be part of a supportive environment with realistic pathways to progress (including study support), should this be your aspirartion.