Paraplanner – Newcastle

Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? Our client is looking for a Paraplanner with at least 3 years experience to join their team in Newcastle.

Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK.

They are looking for Paraplanners with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required.

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning.

A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF).