Paraplanner

Heat Recruitment

Posted a day ago, valid for 7 days

Monmouth, Monmouthshire NP25 5BT

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a reputable Financial Services firm in Newcastle, offering a salary of up to £45,000.
The firm is expanding and aims to provide high-quality financial planning and investment management services.
Candidates will have the opportunity to tailor the role to their specific skillset, ensuring a good fit for both the individual and the company.
Responsibilities include preparing suitability letters, reports, recommendations, and providing technical support for complex client queries.
This position offers a collaborative team environment and opportunities for career development within a prestigious firm.

ParaplannerNewcastle up to £45,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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