Paraplanner

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented Paraplanner to enhance its financial planning team. This role is pivotal in supporting financial advisors by conducting thorough research, preparing precise financial plans, and ensuring compliance with regulations. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a keen eye for detail. Join a dynamic team where your contributions will directly impact clients' financial success and help shape their future. If you're passionate about finance and eager to make a difference, this opportunity is perfect for you.

Qualifications

• Previous experience in a Paraplanning role is essential.
• Strong knowledge of financial planning tools and compliance standards.

Responsibilities

• Collaborate with financial advisors to create comprehensive financial plans.
• Conduct in-depth research on investment options and insurance products.

Skills

Financial Planning

Research and Analysis

Attention to Detail

Communication Skills

Time Management

Education

Diploma in Financial Planning

Tools

Financial Planning Tools

Job description

Social network you want to login/join with:

Paraplanner, newcastle-upon-tyne, tyne and wear

col-narrow-left

Client:

Meraki Talent

Location:

newcastle-upon-tyne, tyne and wear, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

Paraplanner

We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.

Key Responsibilities:

• Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
• Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.
• Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.
• Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

Qualifications & Skills:

• Experience: Previous experience in a Paraplanning role is essential.
• Education: Diploma in Financial Planning (or working towards) or equivalent qualification.
• Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.
• Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.
• Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.
• Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.