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Location: NEWCASTLE UPON TYNE, TYNE AND WEAR Salary: 22000.00 - 40000.00 GBP Per Hour
Sector: Insurance Job Type: Temporary
Shift Type: N/A Applications: N/A
Posted: 12 days ago Reference: 3063546
My client is a prestigious wealth management company looking for an experienced Paraplanner to join our Newcastle office.

Job Summary

Provide appropriate support for Financial Planning Managers
Facilitate the smooth processing of new and existing business.
Liaise with the administration team.
Assist with monitoring the performance and work throughput of the administration team thereby ensuring standards are maintained and deadlines are met.
Understands and complies with regulations and principles applying to the role and BD policies and procedures.
Adheres to Conduct Risk standards
This list is not exclusive and there may be additional duties to perform.

Core Role Requirements

Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more senior Paraplanners and Advisors.
Aware of the office business plans and understands how role supports the office/team in achieving its goals.
Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
Supports colleagues with client interaction and by developing an awareness of client management and advice processes.
Supports preparation of client review and new client meetings.
Supports client delivery under the guidance of Financial Advisors/Planners.
Actively developing product and industry knowledge.


Has attained CII Level 4 Diploma in Regulated Financial Planning or equivalent.


Accuracy, numeracy, attention to detail
Clear and concise communication skills – oral and written
Ability to meet deadlines/work within restricted timescales
Flexible and reliable team member
Ability to work on own initiative to achieve required results
Collaborative and inclusive approach to work

Please click on the link to apply

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