North East: Tyne and Wear.



Job Reference


Job Profile

A new vacancy has arisen for a Paraplanner to join an well-established and progressive financial planning and investment company based in Newcastle upon Tyne.   You will be responsible for preparing written advice and providing technical research services to a team of Financial Planners. You will prepare suitability reports and carry out technical research as part of the existing arrangement review process.  You will develop and maintain effective relationships with clients and colleagues.  You will deal with client and insurer queries to completion as appropriate.

Applicant Requirements

Applicants applying for this vacancy must have present report writing and paraplanning skills and evidence a sound educational  background. It will be an advantage if you have achieved the Diploma in Financial Planning  or are close  to doing so.  You will have excellent attention to detail and accuracy.  The basic salary budget is negotiable and  dependent upon experience and qualifications.


Keith Kitson
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.
Fax: 0845 458 8619

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