Paraplanner, Newcastle. £35,000-£40,000 plus good benefits and annual bonus.

Very well established Independent Financial Planning firm with an excellent reputation within the industry, is looking for an experienced Paraplanner.

They provide independent financial planning and investment advice to a wide range of individual and corporate clients.

28 days holiday, PMI, Pension, exam support, bonus 10%. Opportunity to progress to Adviser.

The role:

• Working in a team of Paraplanners working closely with the Administration team and supporting Advisers.
• Preparing suitability letters, reports and recommendations.
• Attending client meetings, analysing client's requirements, developing cash flows and preparing detailed financial solutions.
• Carry out in-depth research on financial products to meet clients financial goals and objectives.
• Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting documents.
• Regular liaison with clients and third party partners.

To apply:

• Level 4 qualified or close to.
• Previous Paraplanning experience (gained within an IFA)
• High level of analytical capability and detailed orientated.
• Good communication skills (written and verbal).

For further information about this and many other great opportunities in Wealth Management, please contact Synchronicity Wealth.