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Date Added: Tue 30/04/2024

Paraplanner X 2 - Newcastle

Durham, UK
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Company: BWD SEARCH & SELECTION

Job Type: Permanent, FullTime

Salary: £35,000 - £55,000 per annum

BWD are supporting a national wealth and investment advisory business in their search for two experienced paraplaners.

Internal promotions and continued growth have created opportunities for experienced and paraplanners to join a highly successful team in the Newcastle area, a role that offers both office and remote working.

These opportunities may suit senior paraplanners looking to step in to a duel team leader / paraplanning role or existing paraplanners who may have longer term aspirations to move in to advice, both opportunities offer the chance to work with HNW and complex client cases whilst supporting some of the regions most respected financial planners.

Your Rewards:

  • Competitive Salaries of c£35,000 - £55,000
  • Compnay Pension Scheme
  • 25 Days Holiday
  • Career development / progression
  • Some flexible home working

Experince Required:

  • Experience in a financial services Paraplanning role
  • Qualification: Level 4 diploma qualified and chartered status or progression towards for senior hires
  • Skills: Strong financial planning, organization, understanding of risk, multitasking, problem-solving, and excellent communication
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