Newcastle upon Tyne
c. £35,000 + Benefits
8 months ago
The role involves working closely with a team of financial planning consultants, with support provided by our growing internal team of administrators. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. This is an excellent career development opportunity for an experienced paraplanner to work with large and complex financial solutions in a prestigious firm.
Key responsibilities include:
- Research and analyse products and providers for new clients, compiling suitability reports
- Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs
- Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with investment ethos
- Reviewing both new contracts and alterations in product provider’s terms. Make product recommendations to Financial Advisors
- Ensuring that all research material is on file and that records are organised
- Maintaining procedures for the 'back office’
- Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
- Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.
- Experienced paraplanner - ideally with 2 years + in the role of actual report writing
- Level 4 Diploma or working towards this
- Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.