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Are you an experienced paraplanner who is looking to move to a national and well respected advisory firm? Perhaps you’re newly qualified or a highly experienced admin ready for more responsibility?
We’re looking for a new paraplanner to join our Newcastle team, supporting our Independent Financial Advisors. We are a fully independent organisation allowing us to serve our clients with the best solutions possible.
So what’s the package?
Upto£40k DOE
25 days leave plus bank holidays
Company pension
Training support
So tell me about the role……
As a paraplanner you’ll provide high level support to our advisers and their 100-150 clients.
As you’d expect, working in professional services, this is an office based role.
You’ll be expected to be able to operate within multiple product platforms with accuracy- do you have experience of source products from recognised platforms?
Customers need great care and you’ll help compile wealth reports and make recommendations based upon their future goals. Some experience advising customers directly is preferred but not essential.
As one of the nation’s quickest growing businesses we’ll support your career journey providing industry recognised qualifications and support.
Sound like the role for you? Apply now.
