Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They 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. This newly created Paraplanner role is located for their Newcastle regional hub, one of 50+ national offices. Responsibilities: * Compiling detailed financial planning reports for the Financial Planners to present to clients * Support the Financial Planners by conducting research on products and helping find the right solutions for clients * Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries * Arranging for plans to be submitted to company providers * Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. * Prepare client review packs and conduct Illustration requests. * Keep up to date with financial products and legislation. * Comply with all firm and industry guidelines, rules and regulations. Role Requirements: * Experience in a financial advice firm and paraplanner skills is essential. * Diploma qualified is highly desirable but consideration will be made for candidates who have t...