Paraplanner

MI Search • Newcastle upon Tyne, ENG, United Kingdom • 2d ago

Job Description

This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.

Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. A route to being a financial planner from this role is possible.

You must have strong tax, trusts and pensions knowledge, have paraplanning experience and be CII Level 4 Diploma qualified and keen to study further qualifications.

Basic salary up to £45,000 and benefits

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