Are you an experienced Paraplanner, who relishes being part of a small, client-centric team, looking for a remote opportunity?

Based in North Tyneside, our client delivers client focused, life-centred financial planning. It is essential that the successful candidate resides within the North East area, as office visits will be required. A small team, they support each other to ensure the business grows and clients receive the best possible service – every single time.

This is a brilliant opportunity for someone to continue their paraplanning career in a remote capacity, with study support to Chartered, if desired.

Responsibilities:
·        Prepare for and attend client meetings with the Financial Planners, developing relationships with clients and acting as first port of call for client queries
·        Technical research, financial planning recommendations and implement solutions
·        Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance
·        Analyse client data and prepare cash flow analyses (using Voyant)
·        Liaise with product providers and other third parties
·        Delegate tasks effectively to the administrative support team, ensuring the highest levels of client service are delivered
·        Ensure all regulatory and compliance standards are met
·        Contribute to the ongoing development of best practice within the business