Paraplanner Work, Jobs in Roker, Twr (with Salaries)

Paraplanner
Azets —Newcastle upon Tyne
- Full-time
- CRM software
- Microsoft Excel
- Data entry
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Paraplanner (Newcastle upon Tyne)
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Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme

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Paraplanner

Azets -
Newcastle upon Tyne

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Job details

Full-time

Qualifications

CRM software
Financial planning
Microsoft Excel
Financial analysis
Data entry
Certificate in Insurance

Full job description

Who are Azets

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

We are a top ten accountancy firm in the UK and are the number one largest SME practice.

The Senior (JF5) in the Wealth Management team

We are looking for a Diploma qualified Para-Planner to join our team.

Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.

Core Skills:

To provide technical and research support to the planners
To assist the support team and compliance department when required
Prepare suitability reports
Prepare review reports
Prepare a summary of recommendations for the processing team
Ensure all recommendations meet with company standards
Question the planner’s recommendations if applicable
Discuss any cases that are not clear with your line manager or compliance manager
Collate (or complete) application forms
Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures
Ensure client records are maintained and information is correctly recorded on intelliflo

Essential experience

CII Level 4 Diploma
Experience in managing and delivering wealth management services to clients
Paraplanning experience is essential
Experience in using CRM systems and financial software

Technical Skills:

Financial Software Proficiency
Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management
Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions

Financial Analysis and Reporting

Basic Financial Analysis: Understanding basic financial concepts and being able to perform simple financial calculations
Report Generation: Skills in generating basic suitability reports using templates and guidance

What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK

Interested in hearing more about Life at Azets

Job Reference: AZ04730

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