Financial Paraplanner

Overview

North Wealth Management is an established financial planning practice based in Cleadon, South Tyneside and a Partner Practice of St. James's Place. We are a small, friendly and experienced team providing high-quality financial planning and investment advice to our clients.

We are looking for an experienced Financial Paraplanner to join our team and play an important role in supporting our advisers and ensuring our clients receive a high standard of service.

Responsibilities

• Preparing high-quality suitability reports, review reports and other client documentation
• Supporting advisers with new business and ongoing client servicing
• Undertaking research into pensions, investments, protection and wider financial planning
• Preparing and reviewing financial planning analysis and cashflow information where required
• Obtaining and analysing information from product providers
• Liaising with product providers and other professional contacts
• Supporting pension and investment research
• Ensuring client records and supporting documentation are accurate and up to date
• Monitoring outstanding requirements and helping to ensure cases progress efficiently
• Working closely with the administration team to provide a smooth service to clients

Skills

We are looking for someone with previous experience in a paraplanning or financial planning role, who takes pride in producing accurate, well-written and technically sound work.

You will ideally have:

• Previous paraplanning experience within a financial advice/planning environment
• Good technical knowledge of pensions, investments and wider financial planning
• Strong written communication skills and excellent attention to detail
• The ability to understand complex financial information and communicate it clearly in written reports
• Good organisational skills and the ability to manage your own workload and deadlines
• Confidence working closely with advisers, providers and colleagues
• Good IT skills, particularly Microsoft Office
• A professional, conscientious and methodical approach
• A willingness to continue learning and developing your technical knowledge

Relevant financial planning qualifications such as Diploma in Regulated Financial Planning (Level 4), or progress towards these, would be advantageous.

Pay: £35,000.00-£50,000.00 per year

Benefits:

• Company pension
• Life insurance

Work Location: In person