Senior Paraplanner
Salary
Up to 48,000 (+ discretionary)
Location
Newcastle upon Tyne
Job Type
Full Time|Hybrid
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Job Title: Senior Paraplanner
Location: Newcastle
Salary: Up to £48,000 (+ discretionary)
REF Number: 16270
Are you a career Paraplanner?
Do you want to join a powerhouse of a firm providing a high level of advice?
A leading independent provider of investment management, tax, accountancy, and financial advisory services is seeking a new individual to join the Paraplanning team. With hard work and talent forming the pillars of their long-standing success, this company cultivates an inclusive and collaborative working environment. They want to help employees develop and reach their full potential to elevate the individual and their client centric service. With 13 offices in the UK and Ireland they give an innovative global service in financial services.
The role:
You will provide a high level of paraplanning by helping to prepare written advice and provide technical knowledge and research across a broad product proposition. Working within a team of Paraplanners alongside a team of Financial Planners. From report writing to supporting financial planners with client meetings to presentations of cashflows.
To succeed you will need:
- Demonstrable experience of Paraplanning
- Strong ability to write financial advice
- Good level of organisation and prioritisation
- Strong communication skills (written and verbal)
- Level 4 Diploma in Financial Planning (DipPFS)
- Juicy pension
- Hybrid working
- Further qualification support
- Life Assurance
- Income protection
- Private Medical Insurance
- Employee Assistance programme
- Generous holiday
- Cycle to Work Scheme
- Season Ticket loan