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- Promoted
Paraplanner
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Uniting PeopleNewcastle under Lyme, England, UK- Full-time
- Part-time
- Temporary
36month Fixed Term Contract
MonFri 8.30am5.00pm / 8.00am4.30pm will consider full or parttime
NewcastleunderLyme
Salary DOE
Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial / Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients conduct research and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role with scope to develop.
Role of Paraplanner :
- As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions ISAs Investment Bonds SIPPS VCTs EISs IHT Income and other more complex products
- Interpreting data obtaining information quotes analysing products managing all documents required for various industry regulations
- Responsible utilising various platforms to research collate data scenario planning etc to produce detailed case reports research creating illustrations and preparing valuations ready for client meetings
- Applications to Financial Institutions
- Stay up to date with industry regulations and compliance requirements.
- Ability to utilise various platforms such as IO Dynamic Planner FE Analytics Voyant Pension Switch
Candidate Experience :
Employment Type : Full Time
Experience : years
Vacancy : 1