Newcastle upon Tyne

£25,000 - £30,000

£30,000 - £35,000


Our client is a national financial planning and wealth management group which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. They are currently looking for a full time permanent Paraplanner, You will work closely with the Financial Advisers by providing technical support in the process of servicing Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports

Job Responsibilities

  • Writing Financial Planning Reports that our Advisers present to clients
  • Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
  • Assisting with reviews and customer requests
  • Arranging for plans to be submitted to provider companies
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
  • Illustration requests
  • Keep up to date with financial products and legislation,
  • Comply with all company and industry guidelines, rules and regulations


Skills and Experience Required

  • Experience with working in a “Whole of Market” Financial Advice firm, Paraplanner/ report writing experience is essential Diploma qualified is preferable, but consideration will be made if you are working towards achieving this
  • The role requires a reliable individual who can manage and prioritise workloads
  • Outstanding communication skills at all levels
  • Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem-solving skills
  • Excellent organisational and multi-tasking abilities are essential
  • Confident with IT and office software packages, including FE Analytics, SelectaPension, IO, Word, Excel & PowerPoint

Apply today

  • Max. file size: 750 MB.

Apply later

If you haven’t got access to your cv right now, send yourself a link to this page and upload it later