Paraplanner

Recruit UK

Posted 17 days ago, valid for 17 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£24,000 - £28,800 per annum

Full Time

Retirement Plan

Life Insurance

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Sonic Summary

The job title is Paraplanner, located in Newcastle-Upon-Tyne within the financial services industry.
The position offers a salary of £40,000 and requires paraplanning experience along with a Level 4 Diploma in Financial Planning.
Key responsibilities include providing technical support to Financial Advisers, preparing suitability reports, and maintaining accurate client records.
The role offers hybrid working, 25 days of holiday plus bank holidays, and various benefits aimed at personal development and wellbeing.
Candidates should have strong attention to detail and a solid understanding of compliance.

Job Title: ParaplannerIndustry: Financial ServicesLocation: Newcastle-Upon-Tyne (Hybrid)Salary: £40,000Job Reference: 9108

Job Description

Recruit UK is partnering with a global accounting and wealth management firm, to hire a Paraplanner for their Newcastle office. This position offers a fantastic opportunity to support high-net-worth clients and corporate accounts, working alongside a team of Financial Advisers to deliver high-quality financial planning.

Key Responsibilities

Provide technical and research support to Financial Advisers
Prepare suitability reports and summaries
Ensure recommendations meet company standards
Maintain accurate client records and documentation

Benefits & Perks

Work-Life Balance: Hybrid/flexible working and 25 days holiday + bank holidays
Financial Security: 4x life assurance, enhanced sick leave, and pension scheme
Personal Development: Support for professional qualifications and lead generation scheme
Health & Wellbeing: Birthday off, free eye tests, wellbeing app, cycle-to-work scheme
Great Culture: Social events, collaborative work environment, and scope to specialise

Required Skills & Experience:

Paraplanning experience
Level 4 Diploma in Financial Planning
Strong attention to detail and compliance understanding

Ready to join a supportive and dynamic team? Apply today!

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