Paraplanner - Hybrid / Remote

Job Description

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providingandnbsp;impartial expert advice across Financial Planning, Wealth Management, Pensions andamp; Retirement Planning and Inheritance Tax.

We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. andnbsp;You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clientsand#39; expectations.

Specifically you will be responsible for:

• Preparing analysis of clientandrsquo;s existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.

A great salary and working environment is offered along with a great benefits structure as below:

• A full-time position
• Up-to andpound;40,000 gross per annum (depending upon experience level)
• 25andnbsp;days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9-5.30pm, access to flexible working hours when required, and remote working possible
• Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Company social events