Role: Paraplanner
Location: Newcastle-Under-Lyme, Hybrid
Salary: £35,000 - £42,000
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We are seeking an experienced Paraplanner to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive Paraplanning support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in Paraplanning, preferably Level 4 qualified, and possessing a passion for financial services.
If you are looking for flexibility, this role is ideal for you! With a hybrid working schedule tailored to fit your needs as well as flexible working hours that allow you to finish up at 3pm on a Friday, this role is perfect for anyone who values work/life balance. There is also the possibility to finish at 4pm daily should you choose to come in for 8am. 
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Responsibilities:
* Liaising with providers and clients on a regular basis
* Preparing suitability reports across a wide range of investment solutions, advice types, and financial products, including any necessary technical research
* Maintaining accurate and up-to-date records and documentation
* Ensuring efficient communication within the team and with external stakeholders
* Supporting the financial advisor in processing new business and ensuring smooth operations
* Experience with Cash Flow Planning, Investment, and Pension products beneficial
* Experience with IO, Voyant, and Dynamic planner beneficial
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About you:
* Minimum 2 years’ experience working in wealth management
* Strong communication skills and the ability to work well with an advisor
* A trustworthy and reliable individual who values integrity and confidentiality
* A people person with a friendly and professional demeanour
* Open to career development opportunities within the industry
* Knowledgeable about pensions, annuities, and a range of financial products
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Key Details:
* Competitive salary package
* Highly flexible hybrid model and working hours
* Fantastic opportunities for career progression and professional development
* Funding for professional qualifications
* Company pension contribution
* Dental plan
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Apply today and we will be in touch!