Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Newcastle-Upon-Tyne

Salary: £35,000

Job Ref: 7374

Job Description: Paraplanner

Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-Upon-Tyne to join a well established Wealth Management firm who deal with high net worth private individuals and corporate clients. They have a strong presence in the area and are expanding their IFA services through growth across the North East.

They are actively seeking a Paraplanner to join their paraplanning team supporting their Financial Advisers. Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.

The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.

The Role:

You would be expected to support advisers servicing existing clients by maintaining high standards in the delivery and implementation of financial planning advice.

Key Accountabilities:

• To provide technical and research support to the planners
• To assist the support team and compliance department when required
• Prepare suitability reports
• Prepare summary of recommendations for processing team
• Ensure all recommendations meet with company standards
• Question the planner’s recommendations if applicable
• Discuss any cases that are not clear with your line manager or compliance manager.
• Collate (or complete) application forms
• Learn and maintain a detailed understanding of firm centralised investment proposition and relevant internal procedures
• Ensure client records are maintained and information is correctly recorded on IO

What’s in it for you: Paraplanner

• Paraplanner – Newcastle-Upon-Tyne
• Starting Salary £35,000 – Negotiable dependent on experience
• Flexible working
• Excellent benefits
• Nice offices
• Working with Independent Financial Advisers
• High Net Worth clients
• Excellent Opportunity to join friendly team

Skills and experience required: Paraplanner

• Paraplanning experience
• Enroute to Level 4 Diploma
• Trainee Paraplanners considered