Uniting People

Paraplanner

Uniting People  •  Newcastle, GB (Onsite)  •  1 month ago
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Job Description

3-6-month Fixed Term Contract

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm will consider full or part-time

Newcastle-under-Lyme

Salary DOE

Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner:

  • As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products
  • Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
  • Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
  • Applications to Financial Institutions
  • Stay up to date with industry regulations and compliance requirements.
  • Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

  • Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
  • Proven background in Paraplanning is essential
  • Excellent communication skills
  • Strong numeric & analytical skills
  • Strong team player
  • Work well under pressure to meet deadlines
  • Strong work ethic
  • Tech Savvy
Uniting People

About Uniting People

Uniting People blends decades of expertise with unwavering determination, zeal and dynamism to cultivate robust client relationships.

As a well-funded recruitment enterprise (Plimsoll rated: STRONG), we are forged by a seasoned senior leadership team and backed by a visionary founder renowned for shaping thriving recruitment ventures over the past twenty years.

Our bespoke approach empowers you to effectively delegate the recruitment challenge, ensuring the acquisition of top-tier talent to propel your business towards its goals.

Currently serving clients in the UK, our vision extends to providing our services throughout Europe.

Uniting People collaborates with PE/VC backed fast-growth, entrepreneur-led SMEs, as well as some of the world's largest and most renowned corporations.

Drawing from our collective expertise, we specialise in recruiting for your entire head office spectrum, focusing on emerging technology, sales, contact centre, operations, finance, marketing and more.

Tailored solutions guarantee seamless integration as an adjunct to your HR department, fostering the development of your company's most vital asset – your workforce!

We uphold values of inclusivity, transparency, accountability, open-mindedness and diversity.

Driven by a passion for achieving exceptional outcomes, we thrive on crafting custom-tailored solutions.

We empower our teams to make impactful, future-oriented decisions, with the well-being of our colleagues and communities as a paramount concern.

We have a Google 4.9 rating and we are proud to be an FCSA recruitment partner.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Stoke on Trent, GB
Year Founded
2006
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