Paraplanner

Job Title: ParaplannerIndustry: Financial PlannerLocation: NewcastleSalary: £32,000 - £45,000Job Reference: 10417Job Description:Recruit UK are working with a fantastic, friendly fun Financial Planning company in Newcastle, who are looking for a Paraplanner to join their team.This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. This role is open to Technical Paraplanners and Paraplanners who are currently doing the role but close to their last exam.Duties will include but not limited to:Create suitability reports following annual reviews and new business client meetingsResearch products and preparing recommendationsResponsible for technical research, cash flow modelling, producing recommendationsAttending client meetings where appropriateClient focus ensuring clients receive the best possible service every single timeAdhere to FCA regulations and ensure complianceBenefits:Competitive salary of £32,000 - £45,000Hybrid working5% Pension contributionTeam lunches and DinnersGiving back to the communityWell being days for everyone to enjoy and pamper26 days holiday + Bank holidays On site parkingSkills and experience required:Experience working in a Paraplanning positionLevel 4 Diploma in Financial Planning, or equivalent (or working towards)Strong analytical and report writing skillsKnowledge and experience of all areas of financial ..... full job details .....