Paraplanner - Newcastle, North East England

Ref: 1595Tuesday 11 June 2024

Up to £35,000

Are you ready to take the next step in your career? a Leading Wealth Management company is looking for a talented and dedicated Paraplanner to join their Technical Planning team. This is your chance to make a real impact in a forward-thinking company that values your expertise and dedication.

Why Join Us?

  • Competitive Salary: Starting at £30,000+ (depending on experience) with a monthly performance bonus, offering an OTE of £50-55,000.
  • Hybrid Working: Enjoy the flexibility of working part-time from home and part-time in the office.
  • Professional Growth: Be part of a team that supports your journey towards obtaining your full diploma in Regulated Financial Planning.

Key Responsibilities:

  • Technical Suitability Reports: Prepare comprehensive and precise reports to meet our clients' needs.
  • Adviser Support: Provide expert support on complex cases, helping advisers deliver top-notch service.

What We’re Looking For:

  • Qualifications: Ideally, you hold Level 4 in Regulated Financial Planning, or you’re actively working towards it.
  • Expertise: You possess a robust understanding of investment products and taxation.
  • Experience: You have solid experience in Financial Services, especially in a regulated advice environment and/or Training & Competence.
  • Communication Skills: You excel at delivering clear, technical support to advisers.

Ready to Apply? If you’re passionate about financial services and eager to bring your expertise to a dynamic team, we want to hear from you!

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