Paraplanner - Temporary

Summary: The Paraplanner role is a temporary position based in Newcastle-under-Lyme, offering both full-time and part-time options for up to 6 months, with potential for permanent placement. The position involves writing financial reports, conducting research, and managing documentation for a diverse client portfolio, requiring a strong background in Wealth Management. Candidates must be adept at interpreting data and ensuring compliance with industry regulations. Excellent communication and analytical skills are essential for success in this role.

Key Responsibilities:

• Write detailed financial reports and conduct research for a diverse client portfolio.
• Interpret data, obtain quotes, analyze products, and manage all documents required for various industry regulations.
• Utilize various platforms to research, collate data, and perform scenario planning to produce detailed case reports, create illustrations, and prepare valuations for client meetings.
• Submit applications to financial institutions.
• Stay up-to-date with industry regulations and compliance requirements, ensuring all client files are compliant.

Key Skills:

• Proven background in Wealth Management.
• Excellent communication skills.
• Strong numeric and analytical skills.
• Ability to work well under pressure to meet deadlines.
• Strong work ethic and team player.
• Tech-savvy, with proficiency in platforms like IO, Dynamic Planner, FE Analytics, Voyant.

Salary (Rate): 25.64

City: Newcastle-under-Lyme

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance