Job Description
Paraplanner,
Newcastle Upon Tyne
Salary up to £45,000 Experience dependant & Diploma qualified)
Hybrid Working
Excellent Benefits and career progression
Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.
Duties:
1. Supporting the Consultants in research and analysis to meet client needs and objectives.
2. Supporting Consultants in preparing accurate financial plans and suitability reports.
3. Have a full understanding of Holistic Financial planning and be comfortable querying consultants.
4. Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
5. To provide support, where needed, to the Head of Operations and Compliance.
6. Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
7. Continuous profes...