Paraplanner

New Yesterday

Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact.
Benefits:
Salary: Up to £38,000 (DOE) FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME Hybrid available but only in Warwick & Edgbaston (3 days office/2 days WFH) 31 Days Holiday (Inclusive of Bank Holidays) Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover (x4 salary) & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Monday to Friday - 08:30 to 17:00 Locations: Warwick (preferred), Edgbaston, Newcastle-under-Lyme
Role & Responsibilities:
Work with Financial Planners to assess client objectives and prepare suitability reports Research products, funds, and solutions to meet client needs, including tax calculations where required Conduct fund research and cashflow analysis using tools such as FE Analytics, Selectapension, and Conquest Ensure all compliance documentation and client information is complete and accurate Maintain up-to-date due diligence on providers, platforms, and funds Keep suitability report templates compliant with regulatory changes Support Financial Planners by preparing reports, valuations, and documentation for client reviews
Required Skills ...
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Location:
Newcastle-Under-Lyme
Salary:
£35,000 - £38,000 /annum
Category:
Accounting & Finance

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