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Paraplanner

Finlink Ltd
Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as a Paraplanner.This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified specialists in their own fields, or CharteredFinancial Planners.Offering a salary of up to £38,000 and Hybrid working, this role will see you working closely with the Paraplanning Team Leader, Adviser Support Operations Manager and established team of Paraplanners to provide an integral function to the wider business.The Role:

  • Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
  • Providing accurate, timely and compliant suitability reports from template format
  • Utilising all technology to produce accurate solutions for clients
  • Carrying out relevant financial calculations on behalf of the advisers, including CGT and AA
  • Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements
  • Effectively communicating at all times both internally and externally - verbal and in writing
  • Working with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team
  • Understand and apply all of the company’s research systems
  • Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed
Required Skills & Qualifications:
  • Strong written and verbal communication skills
  • Good organisation skills
  • Confident using Microsoft Office products and the ability to learn new systems and processes
  • Good working knowledge / experience of the financial services industry and suitability reports
  • Comprehensive knowledge of a wide range of financial products and services.
  • Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied.
  • Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g., capital gains tax, inheritance tax, chargeable events on life assurance products).
  • Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice
  • Good track record in delivering customer satisfaction.
The Benefits:
  • Hybrid working available
  • Pension Scheme - TBC
  • Holiday allowance -TBC
  • Health Cover -TBC
  • Additional benefits - TBC
If this of of interest - Click apply now!

Keyskills :
Financial PlanningFinancial ServicesParaplanningReport WritingReports

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