Due to the on-going expansion of the business, our client, a prestigious and award-winning Financial Services organisation, is seeking an additional Paraplanner to join its Team in Newcastle.
This business has established an enviable reputation locally, providing first class private wealth management solutions for a broad client base of high net worth and ultra-high net worth individuals both locally and regionally. Operating from contemporary offices in North Yorkshire, our client is a highly innovative and forward thinking business, adopting a holistic approach to managing clients’ wealth.
Working in collaboration with Financial Advisers and other colleagues, you will predominantly be responsible for preparing recommendations and producing suitability reports in line with company policy, as well as implementing recommendations and reviewing clients’ financial affairs. You will also be required to obtain quotes and assist with whole of market product research. Liaising closely with the IFA’s, you will compile draft net worth statements, income and expenditure statements, and obtaining the information necessary to compile financial cashflow forecasts. From time to time, you may also be required to provide support with administrative functions such as new business processing, rebalances, as well as organising future planning meetings with the client on behalf of the IFA.
Ideally, you will already be Diploma qualified, although our client will consider applications from outstanding individuals that are in the process of obtaining the necessary qualifications. It is absolutely essential that you have previous experience of a similar position, including exposure to writing financial reports, as well as being completely au fait with the financial planning process. You must also be an effective communicator, both verbally and written, and at all levels, with the ability to maintain and develop excellent internal and external working relationships. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to effectively prioritise and plan your own workload, are considered a prerequisite. Previous experience of 1st / Avelo Software is also desirable.
In return, you will benefit from an attractive basic salary, as well as a comprehensive range of benefits. The major selling point of the role lies in the excellent career / progression opportunities it presents. Our client is renowned for staff development and promoting from within, and will actively encourage you to gain further professional qualifications and progress through the business.
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