Paraplanner

Ellis James Partners Limited

Posted a day ago, valid for 22 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£33,000 per hour

Full Time

Health Insurance

Life Insurance

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Sonic Summary

The job title is Paraplanner located in Newcastle, offering a salary of £33,000 and above depending on experience.
The role requires previous experience working as a Paraplanner and strong technical knowledge of financial products and compliance.
Key responsibilities include providing research and technical support to Advisors, preparing suitability reports, and ensuring compliance with FCA guidelines.
The position offers flexible working hours, private health care, life insurance benefits, and opportunities for personal and professional development.
This opportunity is ideal for an experienced Paraplanner seeking career growth in a supportive and ambitious environment.

Job Title: ParaplannerLocation: NewcastleSalary: £33,000+ Overview:A lively Wealth Management Practice in Newcastle is seeking an experienced Paraplanner to join their growing team. This role offers flexible working hours and excellent opportunities for personal development within a supportive and ambitious environment. What will you do?

Provide research and technical support to Advisors.
Prepare suitability reports, illustrations, and financial documentation.
Ensure all reports comply with FCA guidelines.
Collaborate with the wider team to ensure smooth business processing.
Stay updated on products and regulatory changes.

What do you need?

Previous experience working as a Paraplanner
Strong technical knowledge of financial products and compliance.
Proficiency with IT systems (Salesforce, Microsoft Office).
Excellent communication and organisation skills.

What’s included?

Competitive salary £33,000 and above (DOE)
Private Health Care and Life insurance benefits
Extended Christmas to New Year closure (no need to save holiday)
Flexible working hours
Lively, social, supportive team environment
Opportunities for personal and professional development

This role is perfect for an experienced Paraplanner looking for career growth in a forward-thinking practice.

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