Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.\n\nOur client provides a truly holistic service across financial planning, wealth management, investment management and professional services.\n\nThey are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now.\n\nThis newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices.\n\nResponsibilities:\n\nCompiling detailed financial planning reports for the Financial Planners to present to clients\n\nSupport the Financial Planners by conducting research on products and helping find the right solutions for clients\n\nAssisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries\n\nArranging for plans to be submitted to company providers\n\nMaintain client records on company software, ensuring all files are well-presented, accurate and compliant.\n\nPrepare client review packs and conduct Illustration requests.\n\nKeep up to date with financial products and legislation.\n\nComply with all firm and industry guidelines, rules and regulations.\n\nRole Requirements:\n\nExperience in a financial advice firm and paraplanner skills is essential.\n\nDiploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience.\n\nExperienced in using IO/Intelligent Office software ideally\n\nA reliable individual who has the ability to manage and prioritise workloads.\n\nOutstanding communication skills at all levels.\n\nAnalytical and problem-solving skills.\n\nExperience of working as part of a team.\n\nExcellent organisational and multi-tasking abilities are essential.\n\nFlexibility/ adaptability to cope with change.\n\nConfident with IT and office software packages Word, Excel, PowerPoint.\n\nBenefits of joining the business:\n\n * Quarterly paraplanning bonuses\n\n * 25 days holiday plus bank holidays\n\n * Day off for your Birthday\n\n * Annual salary reviews\n\n * Staff awards\n\n * Study support for professional industry exams\n\n * Adviser Academy if desired\n\n * Progression\n\n * Holiday Purchase Scheme\n\n * Life Assurance\n\n * Private pension\n\n * Corporate Eyecare cover\n\n * Flex/Hybrid working\n\nThis opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH.\n\nThe business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.\n\nRecruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.\n\nPlease apply to us here at Recruit Wealth for an immediate response