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Diploma Qualified Paraplanner to Advisor, Near Cramlington, £40,000 - £45,000, Hybrid working

Financial Divisions
Posted a day ago, valid for 24 days
Location

Cramlington, Northumberland NE236PS

Salary

£40,000 - £54,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a Paraplanner with at least 1 year of experience for a client near Cramlington.
  • The role involves supporting Financial Advisers with High Net Worth cases and requires Diploma qualification.
  • The position offers a hybrid working model, requiring 2 days in the office each week.
  • Benefits include an attractive salary package, bonuses, and a clear career progression path.
  • Candidates should possess flexibility, a positive attitude, and a strong team ethos.

(Hybrid working - 2 days in the Office)

We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing client based near Cramlington. They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels. This is an exciting opportunity to work with High Net Worth (HNW) technical cases, supporting Advisers who provide expert financial advice to Private Clients, Corporates, and Charities.

My client is seeking someone that has gained at least a year’s exposure in a Paraplanner role and Diploma qualified. As a Paraplanner, you'll join their existing team of Paraplanners, who support a very driven and busy team of Financial Advisers. My client is looking for individuals who possess flexibility, a positive attitude, and a strong team ethos. Your responsibilities will include paraplanning for qualified advisers, conducting product and solution research, writing, and reviewing reports, designing report templates, administering, and maintaining client files, obtaining illustrations from product providers, completing and issuing client application forms and illustrations, assisting with compliance and money laundering functions, and conducting file audits.

Benefits for the successful Paraplanner include an attractive salary package and bonus, a clear career path offering progression and excellent long-term opportunities, onsite parking, and a hybrid work arrangement. If you're ready to take on this challenging yet rewarding role, we encourage you to apply and be part of a dynamic team.

To discuss this Paraplanner opportunity further please contact Samantha.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.