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Paraplanner route to Paraplanner Manager, Up to £50,000K (DOE), Wallsend (Newcastle)

Paraplanner route to Paraplanner Manager, Up to £50,000K (DOE), Wallsend (Newcastle)

Financial Divisions

Posted 15 hours ago, valid for 16 days

Wallsend, Tyne and Wear NE28 7JR

£40,000 - £50,000 per annum

Full Time

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Sonic Summary

The job is for an experienced Paraplanner with a Diploma in the wealth management sector, located near Wallsend (Newcastle).
The salary for this position is up to £50,000K, depending on experience, along with excellent bonus and benefits.
The role is hybrid, requiring two days in the office and three days working from home.
Key responsibilities include creating suitability reports, cash flow modelling, and researching financial products tailored to clients' risk tolerance.
Technical proficiency is essential, and the employer is committed to supporting the development of the successful candidate.

Offices close to Wallsend (Newcastle)

Salary: Up to £50,000K (DOE) Excellent Bonus & Benefits

In the wealth management sector, my client is a well-regarded and accomplished Wealth Management firm. They are looking for an experienced Paraplanner with a Diploma to join their dynamic team as they strive to grow and develop their current Paraplanning team. For a Paraplanner with a Diploma looking to step into a new role, this is an incredibly exciting job where you will collaborate with a team. This totally hybrid role offers two days of office work and three days of working from home.

Additional duties for this Paraplanner role include creating customising suitability reports, cash flow modelling, researching the market for financial products and investment opportunities that fit the client's risk tolerance. As well as rebalancing client investment portfolios, gathering soft facts, and preparing annual client reviews. Technical proficiency is a requirement for this position.

If you would like to be considered for this amazing Paraplanner opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Sam Negbenebor at FD.

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