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Paraplanner - Newcastle

Posted 18 January by Synchronicity Group Easy Apply Ended

A fantastic Paraplanner opportunity based in Newcastle, £35,000 - £40,000 basic plus benefits & bonus

I am currently working with a National and leading Wealth Manager based in the heart of Newcastle who are recruiting for an experienced Paraplanner to join the team.

With company expansion and internal promotions an opportunity has arisen to join the company within a team of Paraplanners.

The position will be cradle to grave Paraplanning including client research, writing suitability reports, dealing with client queries and attending client meetings. They work solely with HNW clients providing true holistic advice so exposure to HNW clients & complex cases would be advantageous. The company is whole of market so if you have whole of market exposure this would be great but not essential.

To be considered for this role you will need at least two years’ experience working as a Paraplanner which must include writing suitability reports. To be considered for this role you will need to have attained Level 4 Diploma.

The role would look to pay a very competitive basic salary of up to £40,000 plus bonus & benefits.

If this role is of interest and you have the relevant skills & experience then please look to apply by sending your CV through or please call for more information.

Required skills

  • Holistic
  • Paraplanning
  • Report Writing
  • Researching
  • Suitability

Reference: 34267352

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