Paraplanner

Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK''s leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What''s Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around ..... full job details .....