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IDEX Consulting Ltd
Newcastle Upon Tyne
Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working and a unique earning potential.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range
Job Source: IDEX Consulting LtdA for Appointments
Newcastle Upon Tyne
Exciting Paraplanner Opportunity in the North! Join an esteemed wealth management company, renowned for 15 years of industry leadership. Seeking an experienced Paraplanner to enrich their dynamic team. Perks: Competitive £30-40k salary (DOE) Enjoy 26 days annual leave plus birthday holiday and bank holidays Access to contributory pension scheme Com
Job Source: A for AppointmentsPremier Jobs UK Limited
Newcastle Upon Tyne
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide ca
Job Source: Premier Jobs UK LimitedRecruit Wealth Ltd
Newcastle upon Tyne
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them
Job Source: Recruit Wealth LtdFinlink Ltd
Newcastle Upon Tyne
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the busines
Job Source: Finlink LtdRecruit Wealth
Newcastle Upon Tyne
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them
Job Source: Recruit WealthEnterprise Mobility
Newcastle Upon Tyne
We’re Enterprise Mobility. A family-owned, world-class portfolio of brands that in the UK includes household names such as Enterprise Rent-A-Car. A Times Top 100 Graduate Employer, we’ve grown from a pioneering idea over 65-years ago, to the global mobility leader we are today. With a $35 billion turnover, nearly 90,000 team members and over 2.1 m
Job Source: Enterprise MobilityExecutive Compass
Newcastle Upon Tyne
Salary: Starting at £25,000 per annum, increasing to £30,000 after 6-months, currently rising to £45,000 (£35,000 achievable within 18-months), plus performance related bonuses of up to £6,000 p.a. from the outset. Working arrangements As a trainee/graduate bid writer, you will work as part of our team either remotely from home (using a high-spec
Job Source: Executive CompassUnited Kingdom
Trainee Paraplanner
Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest.
A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team who work together to support a large team of busy holistic financial planners.
On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full study support will be provided.
Full and thorough training will be provided so no previous experience in paraplanning is required.
The role
The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.
Core tasks will involve:
Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
This role will be fully office based.
Requirements
This role would suit a financial planning administrator looking to launch their career into a more technical field or a graduate with a degree in a financial related field, with some work experience.
Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.
In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.
To find out more, or to apply, please send your cv to jenny @ tempestjones . com
NB: The top end of the salary banding would be for highly experienced and qualified candidates.
IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Trainee/ Graduate Paraplanner jobs in United Kingdom
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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