- 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
-
Financial Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner Hybrid · £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 dir ...
-
Financial Paraplanner
22 hours ago
IDEX CONSULTING LTD Newcastle upon Tyne, United KingdomHybrid · £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 Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomHybrid · £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 t ...
-
Financial Paraplanner
3 days ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplannerHybrid £35,000 - £40,000Newcastle 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 w ...
-
Financial Paraplanner
2 days ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner Hybrid · £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 dir ...
-
Financial Paraplanner
2 weeks ago
Dawn Consulting Limited County Durham, United KingdomParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipP ...
-
Paraplanner
1 day ago
Reed Insurance Newcastle Upon Tyne, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Edinburgh - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £50K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · REED are pleased to be wo ...
-
Financial Planning Administrator
6 days ago
Tempest Jones Newcastle Upon Tyne, United Kingdom**The Company and Offering** · A new opportunity has arisen for a Financial Services Administrator to join a well-established friendly firm of Financial Advisers based in their Newcastle office. · **Accountabilities** · This will be an incredibly varied role that will involve pro ...
-
Trainee Financial Adviser
1 day ago
Recruit UK Newcastle Upon Tyne, United Kingdom**Job Title: Trainee Financial Adviser** · **Industry: Financial Services** · **Location: Newcastle-Upon-Tyne** · **Salary: £40,000** · **Job Ref: 7528** · **Job Description: TraineeFinancial Adviser** · Are you looking for a new challenge? Are you wanting to develop your advisor ...
-
Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Newcastle Upon Tyne, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Newcastle** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand t ...
-
Financial Services Administrator
1 day ago
H J Wealth Management Newcastle upon Tyne, United KingdomGRADUATE OPPORTUNITY: Financial Services Administrator · - We are now looking to recruit an Administrator to join our support team._ · - As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. Yo ...
-
Business Quality Assessor
1 week ago
EGRecruiting Ltd Newcastle Upon Tyne, United KingdomDo you hold DipPFS (or equivalent) and looking for a homebased role that will challenge and develop your technical knowledge? · A high profile, UK business (an Employer of Choice), has a number of requirements for Remote Business Quality Assessors, to conduct investment and pensi ...
-
Paraplanner
1 week ago
Tempest Jones Jesmond, United KingdomParaplanner · A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an ...
-
Trainee Financial Adviser
1 week ago
Recruit UK Newcastle upon Tyne, United Kingdom**Job Title: Trainee Financial Adviser** · **Industry: Financial Services** · **Location: Newcastle-Upon-Tyne** · **Salary: £40,000** · **Job Ref: 7528** · **Job Description: Trainee Financial Adviser** · Are you looking for a new challenge? Are you wanting to develop your adviso ...
-
Trainee Financial Adviser
1 week ago
Exchange Street Newcastle upon Tyne, United Kingdom**Job Type**: Perm · Town/City: Newcastle · County: Northumberland · Salary/Rate: £30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus · Sector: Financial Services · Discipline: Financial Planner · Job ref: 523616 · **Frustrating isn't it? All that hard work getting le ...
-
Wealth Management Graduate
1 week ago
Azets Newcastle upon Tyne, United Kingdom**About us** · At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day. · Azets Wealth Management is a sister company of Azets and is an industry lea ...
-
Pension Transfer Specialist
1 week ago
EGRecruiting Borough of Gateshead, United Kingdom**Job Reference**: 10810 · **Job Title**: Pension Transfer Specialist · **Location**:Prism House - Tyne & Wear · **Salary**: £40000 (negotiable on experience) · - Must hold advanced Pension related qualification AF7 or equivalent · - Previous experience in a Pension Transfer role ...
-
Administrative Assistant
1 day ago
EGRecruiting Tyne and Wear, United KingdomExcellent communication skills, in particular, a good telephone manner · - Must have a good command of English (written grammar and spelling) · - Sound IT skills with a good working knowledge of Word, Excel, and Outlook · - Must have great attention to detail · - Able to manage t ...
-
Financial Planning Administrator
1 day ago
Ortus PSR Seaton Burn, United Kingdom**Financial Planning Administrator** · **Location: Newcastle** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net wort ...
-
Trainee Financial Adviser
1 day ago
Tempest Jones Sunderland, United Kingdom**Trainee Financial Adviser** · - Competitive basic along with uncapped bonus structure. · - Comprehensive benefits package. · - Structured training programme provided. · - Opportunity to work in a highly supportive environment. · - Study support to attain Chartered status. · - M ...
Financial Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd
Description
ParaplannerHybrid £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: