Paraplanner | Newcastle upon Tyne, UK

Armstrong Watson; Newcastle upon Tyne; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services firm based in Newcastle upon Tyne is seeking a Paraplanner. The role involves providing technical and advisory support to the Financial Planning Team and ensuring excellent client service. Candidates should have a Level 4 Diploma in Financial Planning and at least 5 years of related experience. Benefits include a competitive salary, pension scheme, and flexible working arrangements. The company promotes a supportive environment for career development.

Benefits

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave

Health Shield Cash Plan

Paid professional membership fees

Qualifications

• Minimum of 5 years Paraplanning experience desired.
• Knowledge of Business Standards - Conduct of Business.
• Understanding of FCA Money Laundering Regulations.

Responsibilities

• Conduct research to produce advice for clients.
• Compile suitability letters based on advice given.
• Process new business and provide feedback on improvements.

Skills

Communication skills

Attention to detail

IT skills

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

About Us

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.

With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.

The Role

As a result of continuous growth, we are now recruiting for a Paraplanner to join our Newcastle office and wider Financial Planning Service Line.

The main purpose of this position is to provide technical and advisory support to the Financial Planning Team, including Financial Planning Consultants and Financial Planning Assistants, together with the Leadership & Compliance Teams.

Responsibilities

• Conducting required research to produce all kinds of advice for new or existing clients
• Compiling suitability letters based on the advice being given
• Processing new business
• Providing feedback to Financial Planning Consultants in respect of potential improvements to fact find completion
• Supporting Financial Planning Consultants and Financial Planning Assistants with the development of their technical and research knowledge, as appropriate
• Maintaining and developing your own technical knowledge

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

• A Level 4 Diploma in Financial Planning qualification (minimum requirement)
• Significant Paraplanning experience (a minimum of 5 years' experience is desirable but not essential)
• Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
• Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
• Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
• Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
• Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
• Comfortable working in a fast paced environment
• A dedicated team player, and willing to assist colleagues in the team where possible
• Able to prioritise workloads under strict deadlines and use initiative to solve problems
• General IT skills
• Good attention to detail to ensure that reports are compiled to the highest possible quality
• A Full UK Driving Licence (desirable not essential requirement)

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Ongoing access to online training courses and materials
• Paid professional membership fees
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.

When you're with us... we’re with you.