Paraplanner - Newcastle

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Posted 2 days ago, valid for a month

Newcastle Upon Tyne, Tyne and Wear NE3, England

£45,000 per annum

Full Time

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Sonic Summary

The financial planning arm of a major accountancy practice is seeking a paraplanner to join its team in Newcastle.
The role involves working closely with Financial Planners to provide holistic financial planning solutions to high net worth (HNW) and ultra high net worth (UHNW) clients.
Responsibilities include preparing suitability reports, conducting technical research, and ensuring compliance with policies and procedures.
Candidates should have paraplanning experience, strong knowledge of tax, trusts, and pensions, and must be CII Level 4 Diploma qualified.
The position offers a basic salary of up to £45,000, along with benefits, and provides a pathway to becoming a financial planner.

This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.

Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. A route to being a financial planner from this role is possible.

You must have strong tax, trusts and pensions knowledge, have paraplanning experience and be CII Level 4 Diploma qualified and keen to study further qualifications.

Basic salary up to £45,000 and benefits

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