Job Description
Job Title:Paraplanner
Location:Newcastle
Salary:£33,000+
Overview:
A lively Wealth ManagementPractice in Newcastle is seeking an experienced Paraplanner to join their growing team.
This role offers flexible working hours and excellent opportunities for personal development within a supportive and ambitious environment.
What will you do?
* Provide research and technical support to Advisors.
* Prepare suitability reports, illustrations, and financial documentation.
* Ensure all reports comply withFCA guidelines.
* Collaborate with the wider team to ensure smooth business processing.
* Stay updated on products and regulatory changes.
What do you need?
* Previous experience working as a Paraplanner
* Strong technical knowledge of financial products and compliance.
* Proficiency with IT systems (Salesforce, Microsoft Office).
* Excellent communication and organisation skills.
Whats included?
* Competitive salary £33,000 and above (DOE)
* Private Health Care and Life insurance benefits
* Extended Christmas to New Year closure (no need to save holiday)
* Flexible working hours
* Lively, social, supportive team environment
* Opportunities for personal and professional development
This role is perfect for an experienced Paraplanner looking for career growth in a forward-thinking practice.
JBRP1_UKTJ