Who are Azets
Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!
We are a top ten accountancy firm in the UK and are the number one largest SME practice.
The Senior (JF5) in the Wealth Management team
We are looking for a Diploma qualified Para-Planner to join our team.
Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Core Skills:
To provide technical and research support to the planners
To assist the support team and compliance department when required
Prepare suitability reports
Prepare review reports
Prepare a summary of recommendations for the processing team
Ensure all recommendations meet with company standards
Question the planner's recommendations if applicable
Discuss any cases that are not clear with your line manager or compliance manager
Collate (or complete) application forms
Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures




Ensure client records are maintained and information is correctly recorded on intelliflo
Essential experience
CII Level 4 Diploma
Experience in managing and delivering wealth management services to clients
Paraplanning experience is essential
Experience in using CRM systems and financial software
Technical Skills:
Financial Software Proficiency
Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management
Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions
Financial Analysis and Reporting
Basic Financial Analysis: Understanding basic financial concepts and being able to perform straightforward financial calculations
Report Generation: Skills in generating basic suitability reports using templates and guidance
What's in it for you?
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK
Interested in hearing more about Life at Azets

📌 Paraplanner (Newcastle)
🏢 Azets
📍 Newcastle