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Date Added: Thu 17/10/2024

Paraplanner

Newcastle Upon Tyne, UK
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Company: ENABLE RECRUITMENT

Job Type: Permanent, FullTime

Salary: £30,000 - £42,000 per annum

Are you a Paraplanner in Newcastle looking to join one of the leading firms in the UK?We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK.If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!What you'll be doing:
  • Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
  • Produce technical documents for the advisers based on the research and requirements of the client
  • Managing workflow and organisation of ongoing workload
  • Adhering to FCA requirements and Compliance Policies
What you need to apply:
  • Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
  • 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
  • CII Level 4 - Diploma in Regulated Financial Planning
What's in it for you?
  • A basic salary of up to £42,000 dependent on experience and qualifications
  • Excellent benefits package with generous pension contribution, flexible working & more
  • Social opportunities throughout the year
  • Comprehensive training structure with planned progression opportunities
What next?Hit apply or contact Dan directly!#removed# (Just .co!)
Apply Now