Jesmond
Senior Paraplanner – £40k – £50k – Newcastle
Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job? Well this role should be of interest …
Our client are a leading Financial Services firm based in the North East, who are going through a period of growth across all areas of the business, including their Paraplanning team. They are able to hire someone immediately for this position and are keen to bring on an experienced individual who can pick up the role quickly.
Benefits:
- 27 days annual leave plus Bank Holidays (including extra day off for your birthday, and a “take-two-get-one-free” system for annual leave over Christmas)
- Company and individual performance related bonuses
- 9am – 5pm working hours and flexible working
- Highly competitive salary based on qualifications and experience
- A £50 donation to a charity of your choice on your birthday
- Free on-site parking for staff in the heart of Jesmond and just a short walk to the restaurants and bars
- Great public transport links with the Metro just a short walk from the office
- Regular staff get-togethers from our famous Summer Garden Party to charity fundraising activities to team building away days- we’re a social bunch who are always looking for an excuse for a get together!
- Complimentary investment & financial planning service for staff (Nil charge investment and intermediation on transactions)
Paraplanner day to day:
– Directly supporting the Financial Advisers with research and analytics
– Reviewing fact-finds and updating information as and where necessary
– Look over recommendation reports and ensure this is accurate against the clients situation and needs
– Preparing financial reports & suitability letters to meet SLAs
– Prepare cashflow model reports relating to retirement / pension planning
– Attend client meetings to support the FA as and when the need is there, taking notes and offering further client support
As well as the above day to day tasks, there will also be an expectation of supporting, developing & training junior administrators.
If you are interested in this Senior Paraplanner position and feel you have the necessary experience, apply for the position or contact Jake at Heat Recruitment.