Paraplanner

Senior Paraplanner
£40k - £50k
Newcastle
Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job? Well this role should be of interest …
Our client are a leading Financial Services firm based in the North East, who are going through a period of growth across all areas of the business, including their Paraplanning team. They are able to hire someone immediately for this position and are keen to bring on an experienced individual who can pick up the role quickly.
Paraplanner day to day:
- Directly supporting the Financial Advisers with research and analytics
- Reviewing fact-finds and updating information as and where necessary
- Look over recommendation reports and ensure this is accurate against the clients situation and needs
- Preparing financial reports & suitability letters to meet SLAs
- Prepare cashflow model reports relating to retirement / pension planning
- Attend client meetings to support the FA as and when the need is there, taking notes and offering further client support
As well as the above day to day tasks, there will also be an expectation of supporting, developing & training junior administrators.
Paraplanner requirements:
- 5+ years’ experience working within Wealth Management / IFA firm
- Preference would be having already worked as a Paraplanner, but individuals with strong IFA admin backgrounds who are looking to progress will also be considered.
- Already Dip4 qualified or keen to complete the exams
- Prior dealings with back office / internal systems
- Ability to multi-task and prioritise workloads to ensure SLAs are met
- Strong telephone and administrative capabilities
If you are interested in this Paraplanner position and feel you have the necessary experience, apply for the position or contact Grace at Heat Recruitment