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Paraplanner

Location: NEWCASTLE UPON TYNE, TYNE AND WEAR Salary: 24000.00 - 30000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 5 months ago Reference: 3041995
A prestigious, highly successful Financial services company in Newcastle are looking for a Paraplanner, in a view to expand their team.

The role will involve providing technical support throughout the advice cycle. You will work alongside the Wealth Managers to create personal financial planning reports for client, and prepare recommendations through complex report writing.

The ideal candidate will:

• Ideally you will hold or be working towards completion of your Diploma Level 4.
• It is essential that you have experience in a similar position.
• You will have good technical financial knowledge and an understanding of personal taxation.
• Experience with HNW clients.
• Experience of complex report writing and conducting whole of the market product research.
• A high level of analytical capability.
• Ability to conduct research for appropriate providers and investments.
• Ability to use technical financial planning tools, financial modelling and back office software.


Please apply online, or contact Naheed  on 0113 236 8957 for further information.

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