Paraplanner

MCS Group are working with a Nationally Renowned financial planning firm who are looking to recruit a Paraplanner in their office in Newcastle. This is an excellent opportunity to work in a busy environment, combining home and office-based work.

Our client are leading brand in The UK financial planning market, offering 10s of 1000s of HNW clients holistic financial planning. They work on all products across the market, and can ensure that your days are varied, challenging and a step up from thevast majority of paraplanner roles on the market.

The role :

• As an experienced paraplanner, you'll be expected to immediately demonstrate your ability to write high-quality and compliant Suitability Reports on all areas of financial planning
• Your role will include a lot of cash flow modelling and reviewing of model portfolios, so experience with these tools is essential
• You will be expected to field technical client queries over the phone and in person, as there will be opportunity to attend client meetings and gain experience in face-to-face meetings
• You will be able to work from home for 2 days a week

Benefits

• Minimum of 25 days plus 8 statutory bank holidays (FTE)
• Further qualifications funded
• Share Incentive Plan after six months service with partial company match
• Annual discretionary bonus
• 6% pension contributions
• It is essential you have the Level 4 Diploma in Financial Planning (or equivalent)
• A friendly, personable approach with a desire to continue professional study will fit in well with this high-performing, outgoing team

To speak in absolute confidence about this opportunity please contact Luke Smith , Senior Financial Planning Consultant at MCS Group on or send an up-to-date CV via the link provided.

If this position is not right for you, we may have others that are.

All conversations will be treated in the strictest of confidence.