Paraplanner
other jobs Recruit UK
Added before 5 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £30,000 - £450,000 per annum
Job Description:
Full job descriptionJob Title: Paraplanner
Industry: Financial Planner
Location: Newcastle
Salary: £32,000 - £45,000
Job Reference: 10417
Job Description:
Recruit UK are working with a fantastic, friendly fun Financial Planning company in Newcastle, who are looking for a Paraplanner to join their team.
This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.
Duties will include but not limited to:
*Create suitability reports following annual reviews and new business client meetings
*Research products and preparing recommendations
*Responsible for technical research, cash flow modelling, producing recommendations
*Attending client meetings where appropriate
*Client focus ensuring clients receive the best possible service every single time
*Adhere to FCA regulations and ensure compliance
Benefits:
*Competitive salary of £32,000 - £45,000
*Hybrid working
*5% Pension contribution
*Team lunches & Dinners
*Giving back to the community
*Well being days for everyone to enjoy and pamper
*26 days holiday + Bank holidays
*On site parking
Skills and experience required:
*Experience working in a Paraplanning position
*Level 4 Diploma in Financial Planning, or equivalent (or working towards)
*Strong analytical and report writing skills
*Knowledge and experience of all areas of financial planning – investment portfolio management, pensions, taxation, protection, estate planning etc
*A strong relationship builder and collaborative team player with a caring and quality
*focused, customer centric approach
*Intelligent with a strong technology and mathematical aptitude and excellent attention to
*detail.
*The ability to manage workflow effectively.
*Preferably experience of, or keen to learn, cash flow modelling (Voyant)
*Preferably experience of dealing with complex financial planning or high net worth clients
Industry: Financial Planner
Location: Newcastle
Salary: £32,000 - £45,000
Job Reference: 10417
Job Description:
Recruit UK are working with a fantastic, friendly fun Financial Planning company in Newcastle, who are looking for a Paraplanner to join their team.
This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.
Duties will include but not limited to:
*Create suitability reports following annual reviews and new business client meetings
*Research products and preparing recommendations
*Responsible for technical research, cash flow modelling, producing recommendations
*Attending client meetings where appropriate
*Client focus ensuring clients receive the best possible service every single time
*Adhere to FCA regulations and ensure compliance
Benefits:
*Competitive salary of £32,000 - £45,000
*Hybrid working
*5% Pension contribution
*Team lunches & Dinners
*Giving back to the community
*Well being days for everyone to enjoy and pamper
*26 days holiday + Bank holidays
*On site parking
Skills and experience required:
*Experience working in a Paraplanning position
*Level 4 Diploma in Financial Planning, or equivalent (or working towards)
*Strong analytical and report writing skills
*Knowledge and experience of all areas of financial planning – investment portfolio management, pensions, taxation, protection, estate planning etc
*A strong relationship builder and collaborative team player with a caring and quality
*focused, customer centric approach
*Intelligent with a strong technology and mathematical aptitude and excellent attention to
*detail.
*The ability to manage workflow effectively.
*Preferably experience of, or keen to learn, cash flow modelling (Voyant)
*Preferably experience of dealing with complex financial planning or high net worth clients
Job number 3822813
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...