Paraplanner

Paraplanner | Newcastle£40,000 - £50,000 + competitive benefits including annual, discretionary bonusA great opportunity has arisen for a Paraplanner to join one of the UK's leading businesses with a strong presence and reputation across the UK. Newcastle is home to one of the established offices and will work directly with the Head of Office, which will give unrivalled exposure for a Paraplanner who is looking for additional responsibility and exposure within their role. Along with learning directly from one of the most highly respected people within the business, this is a great pathway to progressing into an Associate Financial Planner (should you wish to progress in this direction). With genuine opportunity to develop your career, the role requires somebody who is Level 4 Diploma qualified and, due to the nature of the role, has recent and relevant experience within a Paraplanning capacity. The role will give exposure to high net worth clients and will require a personable character who enjoys the client interaction, whilst having the capability and confidence to articulate and present information clearly. Whilst the role will predominantly be office based, there will be flexibility to work from home when required. Role responsibilities include:Attend client meetings to support the Financial Planner in the delivery of cashflow modelling.Prepare suitability reports across a wide range of advice types, financial products, and investment solutionsCarry out any necessary technical researchCommunicate effectively with the wider Financial Planning and Administrative teamsIdentify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls