The Role: I am recruiting an experienced Paraplanner to join the team at Co-Navigate Ltd, a leading independent Financial Planning firm based in Gosforth (Newcastle, NE3). Working in a collaborative, client focused team you will work alongside the Financial Planners, attending client meetings and using cashflow forecasting to support them in delivering a highly personalised, fully holistic, lifestyle financial planning service to a wide range of clients.
The Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.
The successful Paraplanner will be Diploma qualified (Dip PFS), or qualified by experience, and will either be a career Paraplanner, or a Paraplanner who would like progress into advising in the future. Either way you will have the opportunity to make a significant contribution to a progressive firm, while being invested in, valued and rewarded accordingly.
Salary and Benefits: up to £45,000 (dependant on experience), plus benefits including 31 days’ holiday + full support with on-going professional training and development (including the support required to become Chartered) + pension + flexible working environment + regular social and team building events etc.
Home Working and Flexibility: As you will be involved in client ...