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!
dan@enable-recruitment.co (Just .co!)