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Paraplanner

Salary

£23,000 - £40,000

Location

Newcastle

Job Type

Full Time/Permanent

Sector

Finance

Are you a paraplanner within the Newcastle area, and are you currently looking for a new opportunity? If so, this could be the role for you!

We are delighted to be working with our client, an award-winning accountancy and business advisory, in their search for a Paraplanner to join their team.

Responsibilities:

  • Preparing and maintaining client files in conjunction with the admin function
  • To collate all the quantitative detailed information required to support any recommendations to be made.
  • To ensure all relevant paperwork held within a client file is present, relevant, and compliant.
  • Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file.
  • Identify and discuss areas for planning with the adviser.
  • Implement recommendations.
  • Act as a point of contact and deal effectively with client queries.
  • If required, attend client meetings with advisers.

You must be a team player, be resilient to do what is right even when it may be difficult, and you must be driven to succeed.

If you’re interested, apply now for more information!

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    Apply to this job!

    Complete the form below and upload your CV, our team will be in touch and discuss next steps.

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