Paraplanner

Are you an experienced paraplanner who is looking to move to a national and well respected advisory firm? Perhaps youre newly qualified or a highly experienced admin ready for more responsibility?

Were looking for a new paraplanner to join our Newcastle team, supporting our Independent Financial Advisors. We are a fully independent organisation allowing us to serve our clients with the best solutions possible.

So whats the package?

Upto £40k DOE

25 days leave plus bank holidays

Company pension

Training support

So tell me about the role

As a paraplanner youll provide high level support to our advisers and their 100-150 clients.

As youd expect, working in professional services, this is an office based role.

Youll be expected to be able to operate within multiple product platforms with accuracy- do you have experience of source products from recognised platforms?

Customers need great care and youll help compile wealth reports and make recommendations based upon their future goals. Some experience advising customers directly is preferred but not essential.

As one of the nations quickest growing businesses well support your career journey providing industry recognised qualifications and support.

Sound like the role for you? Apply now.

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