A leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Diploma-qualified Paraplanner in Newcastle. Working within the Financial Planning Support Team, you will provide high-quality technical and research support to a team of Financial Planners.
The Role
You will prepare suitability and review reports, produce summaries of recommendations for the processing team, and ensure all recommendations meet company standards. You will collate application forms, maintain accurate client records, and build a detailed understanding of the firm’s centralised investment proposition and internal procedures.
Key Details
Location: Newcastle upon Tyne
Salary: up to £45,000, dependent on experience
What We Are Looking For
What We Are Looking For
CII Level 4 Diploma
Proven paraplanning experience within wealth management
Ability to prepare suitability and review reports to a high standard
Experience using CRM systems and financial planning software (Intelliflo, CashCalc, FE Analytics)
Solid attention to detail and a methodical, compliance-focused approach
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