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    Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd

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    Description

    Job Description

    Paraplanner

    Hybrid

    £35,000 - £45,000

    Newcastle

    Our 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 technical
    • support and guidance where appropriate.
    • Review client objectives ensuring they are clear, concise and achievable when compared
    • against 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 product
    • comparison quotes through appropriate source – providing clear research of the advice
    • provided.
    • Liaise with Product Providers / Third Parties regarding any technical queries

    The ideal candidate will:


    • 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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