Paraplanner

enable Recruitment

Posted 14 hours ago, valid for 15 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

A leading firm in Newcastle is seeking an experienced Paraplanner to join their innovative Paraplanning team.
Candidates should have a minimum of 3 years of Paraplanning experience and hold a CII Level 4 Diploma in Regulated Financial Planning.
The role involves supporting financial advisers, producing technical documents, managing workflow, and ensuring compliance with FCA requirements.
The position offers a competitive salary of up to £42,000, depending on experience and qualifications, along with an excellent benefits package.
Interested applicants can apply directly or contact Dan at dan@enable-recruitment.co for more information.

Are you a Paraplanner in Newcastle looking to join one of the leading firms in the UK?We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK.If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you!What you'll be doing:

Providing pooled support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
Produce technical documents for the advisers based on the research and requirements of the client
Managing workflow and organisation of ongoing workload
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
CII Level 4 - Diploma in Regulated Financial Planning

What's in it for you?

A basic salary of up to £42,000 dependent on experience and qualifications
Excellent benefits package with generous pension contribution, flexible working & more
Social opportunities throughout the year
Comprehensive training structure with planned progression opportunities

What next?Hit apply or contact Dan directly!dan@enable-recruitment.co (Just .co!)

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