Paraplanner
About Us
We are proud to hold the Investors in People Gold accreditation and to be recognised by The Sunday Times as one of the Best Places to Work. This reflects our commitment to fostering an environment where both emerging and experienced talent can continuously learn, develop, and grow.
The Role
As a result of continuous growth, we are now recruiting for a Paraplanner to join our Newcastle office and wider Financial Planning Service Line.
The main purpose of this position is to provide technical and advisory support to the Financial Planning Team, including Financial Planning Consultants and Financial Planning Assistants, together with the Leadership & Compliance Teams.
The main elements of this role will include:
- Conducting required research to produce all kinds of advice for new or existing clients
- Compiling suitability letters based on the advice being given
- Processing new business
- Providing feedback to Financial Planning Consultants in respect of potential improvements to fact find completion
- Supporting Financial Planning Consultants and Financial Planning Assistants with the development of their technical and research knowledge, as appropriate
- Maintaining and developing your own technical knowledge
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- A Level 4 Diploma in Financial Planning qualification (minimum requirement)
- Significant Paraplanning experience (a minimum of 5 years' experience is desirable but not essential)
- Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
- Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
- Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
- Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
- Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
- Comfortable working in a fast paced environment
- A dedicated team player, and willing to assist colleagues in the team where possible
- Able to prioritise workloads under strict deadlines and use initiative to solve problems
- General IT skills
- Good attention to detail to ensure that reports are compiled to the highest possible quality
- A Full UK Driving Licence (desirable not essential requirement)
The Benefits
- Smart Working Policy, giving you the ability to balance home and remote working
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Paid professional membership fees
When you're with us... we're with you.