Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Newcastle Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office : Perspective (North East) Ltd

Location : Newcastle

Hours : Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary : Competitive dependent on experience and qualifications. Available upon request.

Job Requirements

• Experience in a Financial Advice firm and Paraplanner / report writing skills is essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem-solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi-tasking abilities are essential.
• Flexibility / adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Job Responsibilities

The key duties of the role are :

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

J-18808-Ljbffr