Paraplanner
other jobs REED Insurance
Added before 37 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £40,000 - £50,000 per annum, inc benefits
Job Description:
Paraplanner – Newcastle (Hybrid Working)
Salary: Up to £50,000 + Benefits
Location: Newcastle upon Tyne
Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options.
What’s in it for you?
*Hybrid working – 2 days in the office, remainder remote
*Up to £50,000 salary (DOE)
*25 days holiday + bank holidays
*Life assurance, income protection, pension & flexible benefits
*A collaborative, supportive environment recognized as one of the Best Places to Work
What you’ll do:
*Produce detailed suitability reports and cashflow models
*Analyse client information and construct tailored financial solutions
*Support advisers with technical queries and attend client meetings when required
*Contribute to process improvements and team training
What we’re looking for:
*CII Level 4 Diploma (Chartered status or working towards is a plus)
*Minimum 5 years’ paraplanning experience
*Strong technical knowledge across financial products
*Excellent communication and attention to detail
*Experience with Curo, FE Analytics, Voyant is advantageous
This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
Salary: Up to £50,000 + Benefits
Location: Newcastle upon Tyne
Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options.
What’s in it for you?
*Hybrid working – 2 days in the office, remainder remote
*Up to £50,000 salary (DOE)
*25 days holiday + bank holidays
*Life assurance, income protection, pension & flexible benefits
*A collaborative, supportive environment recognized as one of the Best Places to Work
What you’ll do:
*Produce detailed suitability reports and cashflow models
*Analyse client information and construct tailored financial solutions
*Support advisers with technical queries and attend client meetings when required
*Contribute to process improvements and team training
What we’re looking for:
*CII Level 4 Diploma (Chartered status or working towards is a plus)
*Minimum 5 years’ paraplanning experience
*Strong technical knowledge across financial products
*Excellent communication and attention to detail
*Experience with Curo, FE Analytics, Voyant is advantageous
This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
Job number 3284867
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Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...