Paraplanner

This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
Providing accurate, timely and compliant suitability reports
Utilising technology to produce accurate solutions
Undertake financial calculations including CGT and annual allowances
Ensuring al advice documentation is compliant
Effectively communicating internally and externally
Working closely with the Financial Advisers to gather sufficient information
Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into advice, compliance, management etc.
Paraplanner Requirements
You should have experience as a Paraplanner
You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
You should be confident undertaking research and financial calculations
You should hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Paraplanner Benefits
Salary of£35,000 - £40,000 depending on experience plus company benefits
Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
Hybrid working
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
Newcastle
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