Paraplanner - Client-Focused Financial Planning

Uniting People; Newcastle-under-Lyme; On-site; GBP 30,000 - 42,000; Full time

Job summary

A financial services firm in Newcastle-under-Lyme seeks an experienced Paraplanner to support Financial Advisers and assist in developing personalised financial plans. The ideal candidate has strong numeric and analytical skills, relevant qualifications in Financial Planning, and experience in Paraplanning. Responsibilities include managing client interactions, conducting research, and preparing case reports. This role provides a chance to grow within a dynamic business environment.

Qualifications

• Qualifications in Financial Planning are essential.
• Proven background in Paraplanning is essential.

Responsibilities

• Support a Financial Adviser providing comprehensive financial planning services.
• Research, collate data, and prepare detailed case reports.
• Stay up to date with industry regulations and compliance.

Skills

Strong numeric skills

Analytical skills

Team player

Ability to work under pressure

Education

CII Certificate or Diploma in Financial Planning

Tools

IO

Dynamic Planner

FE Analytics

Voyant Pension Switch

Job description

A financial services firm in Newcastle-under-Lyme seeks an experienced Paraplanner to support Financial Advisers and assist in developing personalised financial plans. The ideal candidate has strong numeric and analytical skills, relevant qualifications in Financial Planning, and experience in Paraplanning. Responsibilities include managing client interactions, conducting research, and preparing case reports. This role provides a chance to grow within a dynamic business environment.