About the OpportunityA 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 RoleYou 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 DetailsLocation: Newcastle upon TyneSalary: up to £45,000, dependent on experienceWhat We Are Looking ForWhat We Are Looking ForCII Level 4 DiplomaProven paraplanning experience within wealth managementAbility to prepare suitability and review reports to a high standardExperience using CRM systems and financial planning software (Intelliflo, CashCalc, FE Analytics)Robust attention to detail and a methodical, compliance-focused approach
#J-*****-Ljbffr

📌 Paraplanner (New South Wales)
🏢 AMG Search
📍 New South Wales