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Job Location | Newcastle Upon Tyne |
Education | Not Mentioned |
Salary | £45,000 - £50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
plus Study towards Chartered Status, excellent benefits packageMy client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme.As one of the premier most recognised names within wealth management and due to their ongoing successful growth programme, they are looking for a Diploma Qualified Paraplanner to join their Newcastle team where the emphasis is to build on your technical experienceand abilityOpportunity Highlights** Excellent Opportunity to develop further your technical paraplanning skills** Work with HNW and UHNW Professionals and Business owners and their Families** Business holds a track record of organic growth with individuals thriving and achieving their own personal goals.** Advisers provide 100% client centric holistic financial advice** Work on a dedicated 1-2-1 basis with your high billing Adviser** Attend face to face and virtual Client meetings** Very interesting complex cases** Full involvement in producing bespoke suitability reports** Assist with providing tax efficient solutions** The aim of your training will be to expand and develop your technical knowledge to a point where you will be able to conduct all technical research and produce recommendations for Adviser review.** Role will offer a great level of autonomy.** Ideal opportunity to build long term relationships with Clients and their families** Level 4 Diploma required with a minimum of 2 years Paraplanning experience.To discuss this opportunity in more detail, please contact Camilla Howden.