Paraplanner: Reports, Research & Client Support (Newcastle)

Perspective Financial Group Ltd; Newcastle-under-Lyme; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Newcastle under Lyme is looking for a Paraplanner to provide technical support and produce Financial Planning Reports. The ideal candidate will have experience in a Financial Advice firm, strong communication skills, and a knack for analytical problem-solving. Responsibilities include writing reports, advising on products, and maintaining client records. This role offers a supportive environment and various employee benefits including holidays and pension plans.

Benefits

25 days holiday plus Bank Holidays

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Experience in a Financial Advice firm and Paraplanner/reporting skills is essential.
• Reliable individual with the ability to manage and prioritise workloads.
• Ability to produce business correspondence that is grammatically correct.

Responsibilities

• Write Financial Planning Reports for our Advisers.
• Support Advisers by conducting research on products.
• Maintain client records on company software.

Skills

Experience in a Financial Advice firm

Outstanding communication skills

Analytical and problem-solving skills

Team player with a positive attitude

Excellent organisational skills

Education

Diploma qualified

Job description

A financial services company in Newcastle under Lyme is looking for a Paraplanner to provide technical support and produce Financial Planning Reports. The ideal candidate will have experience in a Financial Advice firm, strong communication skills, and a knack for analytical problem-solving. Responsibilities include writing reports, advising on products, and maintaining client records. This role offers a supportive environment and various employee benefits including holidays and pension plans.