- Level 4 diploma qualified
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role
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A for Appointments Newcastle upon Tyne, United KingdomExciting 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 ...
Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd
Description
Job DescriptionParaplannerHybrid £35,000 - £45,000NewcastleOur clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.
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 of cases including complex technical cases.
Role responsibilities:
To assist the Financial Planner in formulating the advice to the client, providing technicalsupport and guidance where appropriate.
Review client objectives ensuring they are clear, concise and achievable when comparedagainst the client's financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
Preparation of fund switch and encashment letters according to advice provided.Obtain applications, key features documents, factsheets, illustrations and productcomparison quotes through appropriate source – providing clear research of the adviceprovided.
Liaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will: