This job offer is not available in your country.
Technical Paraplanner
Synchronicity GroupNewcastle Upon Tyne, Tyne and Wear, UK12 days ago
Job type
- Full-time
Job descriptionYou must have worked in a similar Paraplanning role and have a strong understanding of investment products. Level 4 qualified. Excellent experience of writing detailed suitability and client reports.
Technical Paraplanner, Newcastle (hybrid). Up to £45k plus benefits and annual bonus.
Excellent opportunity has arisen for a Senior / Technical Paraplanner within an Independent Wealth Management Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work closely with their Advisers, supporting them with their client portfolio (individual & corporate) and working closely with other Paraplanners and Administrators in providing a highly effective service to clients. This is also a great opportunity to progress in to an Adviser role over time if wanted.
The role :
- Attending new and existing client meetings taking notes and producing meeting documentation.
- Writing complex and bespoke high quality suitability reports and financial plans to meet clients financial objectives.
- Carry out in-depth research for suitable products and sourcing solutions to meet clients financial goals.
- Prepare and present cashflow analysis.
- Analysing client portfolios to ensure they are on track and meeting agreed expectations.
To apply :
Create a job alert for this search
Paraplanner • Newcastle Upon Tyne, Tyne and Wear, UK