Are you an experienced Paraplanner, who longs to be challenged and work in a stimulating, fast-paced environment?

Do you dream of expanding your technical knowledge, whilst building relationships with a variety of talented Advisers, who will definitely keep you on your toes?

EGRecruiting are delighted to be supporting a growing business in Newcastle who have an immediate requirement for an experienced Paraplanner, ideally holding DipPFS ( part-qualified/experience will be considered). Hybrid and flexible working is offered.

As a Paraplanner, you’ll have the opportunity to work alongside a team of two Paraplanners and have additional Paraplanners in other offices. Your role with be varied, aligned with your specific experience and abilities and you’ll have the opportunity to develop your technical knowledge further.

Responsibilities will include:-
·        Liaise with Adviser, challenging where appropriate, to gain relevant client information
·        Preparing pre-approvals, have research signed off where necessary by relevant departments
·        Creating accurate suitability reports, working to agreed levels
·        Carrying out relevant financial calculations on behalf of the Advisers
·        Liaise with administration team
·        Ensuring all advice documentation adheres to compliance requirements