Paraplanner/Administrator

Headway Wealth; North East; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in the North East is looking for a Paraplanner/Administrator to support financial planners, conduct research, and prepare client reports. This entry-level role demands strong analytical and report writing skills. Suitable candidates will have a relevant Bachelor's degree and attention to detail. The position is full-time and hybrid, allowing some work from home.

Qualifications

• Entry level position requiring financial planning skills.
• Strong analytical skills and experience in investments needed.
• Must have report writing proficiency and excellent communication.

Responsibilities

• Support financial planners in day-to-day tasks.
• Conduct research and prepare detailed client reports.
• Manage client relations and maintain communication.

Skills

Financial planning and finance skills

Strong analytical skills

Report writing proficiency

Excellent communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Economics, or a related field

Job description

Overview

Headway Wealth aims to help individuals reach their financial potential by offering independent, unbiased financial advice. We serve clients in the UK and worldwide, crafting personalised financial plans tailored to current and future needs. Our services include wealth growth, pension building, tax management, property financing, risk protection, retirement planning, and wealth transfer. Headway Wealth guides clients through every step of their financial journey.

Role Description

This is a full-time hybrid role located in Durham, with some work from home acceptable, for a Paraplanner/Administrator at Headway Wealth. The individual will be responsible for supporting financial planners, conducting research, preparing client reports, and managing client relations. Day-to-day tasks include financial analysis, investment research, developing financial plans, and ensuring compliance with regulatory requirements. The role involves meticulous data management and report writing.

Responsibilities

• Support financial planners
• Conduct research and prepare client reports
• Manage client relations and communicate with clients
• Perform financial analysis and investment research
• Develop financial plans and ensure regulatory compliance
• Meticulous data management and accurate report writing

Qualifications

• Financial planning and finance skills
• Strong analytical skills and experience in investments
• Proficiency in report writing and documentation
• Excellent written and verbal communication skills
• Attention to detail and ability to work independently and in a team
• Bachelor’s degree in Finance, Economics, or a related field
• Experience in the financial services industry is a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales