Talent.com
Paraplanner
ParaplannerBond Recruitment • Newcastle upon Tyne, England, UK
Paraplanner

Paraplanner

Bond Recruitment • Newcastle upon Tyne, England, UK
30+ days ago
Job type
  • Full-time
Job description

Our client a rapidly expanding national IFA brand has a have a fantastic opportunity for a Paraplanner to join their Maidstone 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 the Financial Planners by providing technical support in the process of servicing their 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 clients 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.

Job Responsibilities

The key duties of the role are:

  • Writing Financial Planning Reports that our Planners present to clients.
  • Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firms files are well presented accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines rules and regulations.


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






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.


Benefits

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.


Required Skills:

Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration


Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 41000 - 41000
Create a job alert for this search

Paraplanner • Newcastle upon Tyne, England, UK

Similar jobs

Senior Paraplanner: Complex Cases (Hybrid)

RGH-Global LtdNewcastle upon Tyne, England, United Kingdom
Full-time

A financial services company in the United Kingdom is seeking a Senior Paraplanner to support Financial Planners in delivering holistic advice.Responsibilities include conducting research on invest...Show more

 • Promoted

Paraplanner — Drive Precision in Client Financial Plans

Meraki TalentNewcastle upon Tyne, England, United Kingdom
Full-time

A financial services firm is looking for an experienced Paraplanner to join its team in Newcastle upon Tyne.The role involves collaborating with financial advisors, conducting research, preparing f...Show more

 • Promoted

Junior Paraplanner

TEMPLEGATE RECRUITMENT LIMITEDNewcastle upon Tyne,UK
Full-time

Specialist Recruiters in Financial Services.Paraplanning Associate / Junior Paraplanner.An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Para...Show more

 • Promoted

Senior Paraplanner - Hybrid, Complex Case Focus

RGH-Global LimitedNewcastle upon Tyne, England, United Kingdom
Full-time

A financial services firm in Newcastle upon Tyne is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality, holistic advice to clients.You will conduct complex resear...Show more

 • Promoted

Paraplanner: Technical Research & Client Advisory

Armstrong WatsonNewcastle upon Tyne, England, United Kingdom
Full-time

A leading accountancy and business advisory firm is seeking an experienced Paraplanner to join their Newcastle office.Responsibilities include providing technical support to the Financial Planning ...Show more

 • Promoted

Paraplanner Manager

VerveDarlington, England, .GB
Permanent
Quick Apply

We're on the hunt for an exceptional Paraplanner Manager - one with a proven track record of managing people and has great technical knowledge - to take our paraplanning department to the next leve...Show more

Interim Financial Planning and Analysis Lead

HAYSNewcastle (Tyne & Wear), North East, United Kingdom
Temporary

FP&A, Interim, Fixed Term Contract, Process set up, financial strategy set up and delivery.Established large scale not-for-profit organisation based in the north-east.This role is all about shaping...Show more

 • Promoted

Principal to Associate Town Planner

Cobalt RecruitmentGateshead, England, GB
Full-time

An established property and business consultancy is seeking an experienced Principal to Associate Town Planner to take a leading role within their Newcastle-based team.You will join a multidiscipli...Show more

 • Promoted

Children Law Paralegal

Gemini RecruitmentNewcastle upon Tyne, ENG, GB
Permanent

A Leading law firm looking to recruit dedicated Chirldren Paralegals for highly sought permanent position.Gemini Recruitment are currently partnering with a large and established law firm.Our clien...Show more

 • Promoted

Financial Planner

Premier Jobs UK LimitedNewcastle upon Tyne,UK
Full-time

Financial Planner job offering future opportunities to join a growing advice businessAre you an experienced Financial Planner interested in exploring future opportunities with a forward thinking ad...Show more

 • Promoted

AVON Representatives wanted in Broomhill, Northumberland, England – start today

Reps.co.ukBroomhill, Northumberland, United Kingdom
Part-time

Start a career with one of the best beauty brands around?.World famous beauty and cosmetics brand Avon is looking for full and part time representatives in the UK right now as business expands.This...Show more

 • Promoted

Paraplanner

Meraki TalentNewcastle upon Tyne, England, United Kingdom
Full-time

Associate Director - Financial Services at Meraki Talent Ltd.We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.The Paraplanner will play a key role in...Show more

 • Promoted

Paraplanner – Newcastle

Saltus Partners LLPNewcastle upon Tyne, England, United Kingdom
Full-time

Are you an experienced Paraplanner who wants to work in a hybrid, award-winning environment where your technical expertise is truly valued? Saltus is growing and we’d love you to be part of it.Our ...Show more

 • Promoted

Paraplanner

Armstrong Watson LLPNewcastle upon Tyne, England, United Kingdom
Full-time

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland.Our services and advice are all centred around our Quest to ...Show more

 • Promoted

Financial Planner

The Administration Hub LimitedNewcastle upon Tyne,UK
Full-time +1

An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area.This is an excellent opportunit...Show more

 • Promoted

Paraplanner

EG RecruitingDurham, England, United Kingdom
Full-time

Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including stud...Show more

 • Promoted

Planner

Adler & AllanHebburn, England, United Kingdom
Full-time +1

Planner Full time, Permanent Hebburn, Newcastle Competitive Salary + Benefits.The purpose of this role is to drive the smooth, efficient, and accurate delivery of planned and reactive work across t...Show more

 • Promoted

Paraplanner

Armstrong WatsonNewcastle upon Tyne, England, United Kingdom
Full-time

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland.Our services and advice are all centred around our Quest to ...Show more